Endurance 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
2023
Q2
$83K Hold
612
0.01% 287
2023
Q1
$83K Hold
612
0.01% 293
2022
Q4
$72K Hold
612
0.01% 287
2022
Q3
$65K Hold
612
0.01% 292
2022
Q2
$66K Hold
612
0.01% 295
2022
Q1
$69K Hold
612
0.01% 317
2021
Q4
$76K Hold
612
0.01% 315
2021
Q3
$70K Hold
612
0.01% 316
2021
Q2
$63K Hold
612
0.01% 337
2021
Q1
$56K Hold
612
0.01% 349
2020
Q4
$52K Hold
612
0.01% 322
2020
Q3
$51K Hold
612
0.01% 300
2020
Q2
$43K Hold
612
0.01% 322
2020
Q1
$43K Hold
612
0.01% 299
2019
Q4
$45K Hold
612
0.01% 293
2019
Q3
$42K Hold
612
0.01% 292
2019
Q2
$41K Hold
612
0.01% 284
2019
Q1
$38K Hold
612
0.01% 288
2018
Q4
$31K Sell
612
-1
-0.2% -$51 0.01% 291
2018
Q3
$32K Hold
613
0.01% 302
2018
Q2
$28K Hold
613
﹤0.01% 317
2018
Q1
$27K Hold
613
﹤0.01% 329
2017
Q4
$31K Hold
613
0.01% 308
2017
Q3
$32K Hold
613
0.01% 304
2017
Q2
$32K Hold
613
0.01% 315
2017
Q1
$30K Hold
613
0.01% 318
2016
Q4
$31K Hold
613
0.01% 307
2016
Q3
$29K Hold
613
0.01% 311
2016
Q2
$28K Hold
613
0.01% 306
2016
Q1
$28 Hold
613
﹤0.01% 312
2015
Q4
$26K Hold
613
0.01% 319
2015
Q3
$29K Hold
613
0.01% 315
2015
Q2
$27K Buy
+613
New +$27K ﹤0.01% 333