Independent Portfolio Consultants’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $597K | Buy |
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|
2016
Q3 | $561K | Sell |
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|
2016
Q2 | $562K | Sell |
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|
2016
Q1 | $591K | Buy |
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|
2015
Q4 | $472K | Sell |
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|
2015
Q3 | $528K | Sell |
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|
2015
Q2 | $1.38M | Sell |
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|
2015
Q1 | $1.8M | Sell |
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|
2014
Q4 | $1.81M | Buy |
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|
2014
Q3 | $868K | Buy |
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|
2014
Q2 | $743K | Buy |
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|
2014
Q1 | $613K | Sell |
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|
2013
Q4 | $770K | Buy |
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|
2013
Q3 | $663K | Buy |
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|
2013
Q2 | $565K | Buy |
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