IHT Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,538
| Closed | -$293K | – | 771 |
|
|
2020
Q3 | $293K | Sell |
3,538
-5
| -0.1% | -$414 | 0.03% | 485 |
|
|
2020
Q2 | $250K | Sell |
3,543
-3
| -0.1% | -$212 | 0.03% | 452 |
|
|
2020
Q1 | $250K | Buy |
+3,546
| New | +$250K | 0.04% | 440 |
|
|
2018
Q2 | – | Sell |
-2,026
| Closed | -$90K | – | 1281 |
|
|
2018
Q1 | $90K | Sell |
2,026
-49
| -2% | -$2.18K | 0.02% | 512 |
|
|
2017
Q4 | $104K | Sell |
2,075
-9
| -0.4% | -$451 | 0.03% | 482 |
|
|
2017
Q3 | $109K | Sell |
2,084
-38
| -2% | -$1.99K | 0.05% | 339 |
|
|
2017
Q2 | $4 | Sell |
2,122
-218
| -9% | – | ﹤0.01% | 1139 |
|
|
2017
Q1 | $115K | Sell |
2,340
-88
| -4% | -$4.33K | 0.08% | 260 |
|
|
2016
Q4 | $122K | Buy |
+2,428
| New | +$122K | 0.09% | 245 |
|