Laurel Wealth Planning’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-86
| Closed | -$10.2K | – | 188 |
|
|
2022
Q4 | $10.2K | Hold |
86
| – | – | 0.01% | 159 |
|
|
2022
Q3 | $9K | Hold |
86
| – | – | 0.01% | 164 |
|
|
2022
Q2 | $9K | Hold |
86
| – | – | 0.01% | 171 |
|
|
2022
Q1 | $10K | Hold |
86
| – | – | 0.01% | 193 |
|
|
2021
Q4 | $11K | Hold |
86
| – | – | 0.01% | 139 |
|
|
2021
Q3 | $10K | Buy |
+86
| New | +$10K | 0.01% | 144 |
|