Financial Architects (New Jersey)’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-242
| Closed | -$15K | – | 1321 |
|
|
2019
Q1 | $15K | Hold |
242
| – | – | ﹤0.01% | 880 |
|
|
2018
Q4 | $12K | Buy |
242
+16
| +7% | +$793 | ﹤0.01% | 857 |
|
|
2018
Q3 | $12K | Buy |
+226
| New | +$12K | ﹤0.01% | 938 |
|
|
2015
Q1 | – | Sell |
-150
| Closed | -$7K | – | 1016 |
|
|
2014
Q4 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 746 |
|