High Net Worth Advisory Group’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-134
| Closed | -$15.9K | – | 547 |
|
|
2022
Q4 | $15.9K | Sell |
134
-206
| -61% | -$24.4K | 0.01% | 462 |
|
|
2022
Q3 | $36K | Hold |
340
| – | – | 0.02% | 381 |
|
|
2022
Q2 | $37K | Sell |
340
-293
| -46% | -$31.9K | 0.02% | 368 |
|
|
2022
Q1 | $72K | Sell |
633
-135
| -18% | -$15.4K | 0.03% | 286 |
|
|
2021
Q4 | $95K | Buy |
+768
| New | +$95K | 0.03% | 263 |
|