Laurel Wealth Advisors (California)’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | $467K | Sell |
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|
2022
Q2 | $474K | Hold |
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|
2022
Q1 | $496K | Hold |
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|
2021
Q4 | $545K | Hold |
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|
2021
Q3 | $503K | Hold |
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|
2021
Q2 | $452K | Sell |
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|
2021
Q1 | $399K | Hold |
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|
2020
Q4 | $373K | Hold |
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|
2020
Q3 | $363K | Hold |
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|
2020
Q2 | $310K | Hold |
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|
2020
Q1 | $309K | Buy |
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|
2019
Q4 | $326K | Buy |
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|
2019
Q3 | $304K | Buy |
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|
2019
Q2 | $293K | Hold |
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|
2019
Q1 | $269K | Hold |
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|
2018
Q4 | $219K | Sell |
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|
2018
Q3 | $228K | Hold |
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|
2018
Q2 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $217K | Hold |
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|
2017
Q3 | $229K | Hold |
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|
2017
Q2 | $231K | Hold |
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|
2017
Q1 | $216K | Buy |
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