FinTrust Capital Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $38.6K | Hold |
226
| – | – | 0.01% | 647 |
|
|
2024
Q2 | $38.1K | Hold |
226
| – | – | 0.01% | 604 |
|
|
2024
Q1 | $35.2K | Hold |
226
| – | – | 0.01% | 616 |
|
|
2023
Q4 | $33K | Hold |
226
| – | – | 0.01% | 582 |
|
|
2023
Q3 | $27.6K | Buy |
+226
| New | +$27.6K | 0.01% | 592 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$3K | – | 1279 |
|
|
2022
Q2 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 1110 |
|
|
2019
Q2 | – | Sell |
-34
| Closed | -$2K | – | 1249 |
|
|
2019
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 1122 |
|
|
2018
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 1128 |
|