Graves Light Lenhart Wealth’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,215
| Closed | -$131K | – | 561 |
|
|
2022
Q2 | $131K | Hold |
1,215
| – | – | 0.02% | 205 |
|
|
2022
Q1 | $137K | Hold |
1,215
| – | – | 0.02% | 219 |
|
|
2021
Q4 | $151K | Hold |
1,215
| – | – | 0.02% | 228 |
|
|
2021
Q3 | $139K | Hold |
1,215
| – | – | 0.02% | 223 |
|
|
2021
Q2 | $125K | Hold |
1,215
| – | – | 0.02% | 240 |
|
|
2021
Q1 | $110K | Buy |
1,215
+13
| +1% | +$1.18K | 0.02% | 257 |
|
|
2020
Q4 | $102K | Buy |
+1,202
| New | +$102K | 0.02% | 261 |
|