Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $60.9K | Hold |
361
| – | – | 0.01% | 368 |
|
|
2024
Q1 | $56.3K | Hold |
361
| – | – | 0.01% | 391 |
|
|
2023
Q4 | $52.8K | Buy |
361
+51
| +16% | +$7.46K | 0.01% | 380 |
|
|
2023
Q3 | $37.9K | Hold |
310
| – | – | 0.01% | 405 |
|
|
2023
Q2 | $41.8K | Sell |
310
-2
| -0.6% | -$270 | 0.01% | 340 |
|
|
2023
Q1 | $42.1K | Hold |
312
| – | – | 0.01% | 338 |
|
|
2022
Q4 | $37.8K | Hold |
312
| – | – | 0.01% | 354 |
|
|
2022
Q3 | $33K | Hold |
312
| – | – | 0.01% | 368 |
|
|
2022
Q2 | $36K | Sell |
312
-451
| -59% | -$52K | 0.01% | 356 |
|
|
2022
Q1 | $86K | Sell |
763
-27
| -3% | -$3.04K | 0.02% | 226 |
|
|
2021
Q4 | $98K | Buy |
790
+8
| +1% | +$992 | 0.03% | 190 |
|
|
2021
Q3 | $90K | Buy |
782
+314
| +67% | +$36.1K | 0.03% | 187 |
|
|
2021
Q2 | $48K | Buy |
468
+84
| +22% | +$8.62K | 0.02% | 262 |
|
|
2021
Q1 | $35K | Buy |
384
+180
| +88% | +$16.4K | 0.01% | 297 |
|
|
2020
Q4 | $17K | Buy |
+204
| New | +$17K | 0.01% | 376 |
|