HHM Wealth Advisors’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 |
-136
| Closed | -$15K | – | 807 |
|
|
2022
Q2 | $15K | Hold |
136
| – | – | ﹤0.01% | 470 |
|
|
2022
Q1 | $15K | Hold |
136
| – | – | ﹤0.01% | 487 |
|
|
2021
Q4 | $17K | Hold |
136
| – | – | ﹤0.01% | 452 |
|
|
2021
Q3 | $16K | Hold |
136
| – | – | ﹤0.01% | 443 |
|
|
2021
Q2 | $14K | Hold |
136
| – | – | ﹤0.01% | 447 |
|
|
2021
Q1 | $12K | Hold |
136
| – | – | ﹤0.01% | 435 |
|
|
2020
Q4 | $12K | Hold |
136
| – | – | ﹤0.01% | 408 |
|
|
2020
Q3 | $11K | Hold |
136
| – | – | ﹤0.01% | 382 |
|
|
2020
Q2 | $10K | Hold |
136
| – | – | ﹤0.01% | 372 |
|
|
2020
Q1 | $10K | Buy |
+136
| New | +$10K | ﹤0.01% | 355 |
|