Janiczek Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $60.9K | Hold |
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|
2024
Q1 | $56.3K | Hold |
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|
2023
Q4 | $52.8K | Buy |
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|
2023
Q3 | $37.9K | Hold |
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|
2023
Q2 | $41.8K | Sell |
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|
2023
Q1 | $42.1K | Hold |
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|
2022
Q4 | $37.8K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $36K | Sell |
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|
2022
Q1 | $86K | Sell |
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|
2021
Q4 | $98K | Buy |
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|
2021
Q3 | $90K | Buy |
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|
2021
Q2 | $48K | Buy |
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|
2021
Q1 | $35K | Buy |
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|
2020
Q4 | $17K | Buy |
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