Gamble Jones Investment Counsel’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-5,046
| Closed | -$210K | – | 238 |
|
2014
Q2 | $210K | Buy |
+5,046
| New | +$210K | 0.02% | 220 |
|
2014
Q1 | – | Sell |
-5,046
| Closed | -$218K | – | 225 |
|
2013
Q4 | $218K | Hold |
5,046
| – | – | 0.03% | 206 |
|
2013
Q3 | $202K | Sell |
5,046
-436
| -8% | -$17.5K | 0.03% | 214 |
|
2013
Q2 | $204K | Buy |
+5,482
| New | +$204K | 0.03% | 216 |
|