Elmwood Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-33
| Closed | -$4K | – | 302 |
|
|
2021
Q4 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 323 |
|
|
2021
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 297 |
|
|
2021
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 289 |
|
|
2020
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 240 |
|
|
2020
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 240 |
|