LA
Legacy Advisors’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-136
| Closed | -$9K | – | 305 |
|
|
2019
Q2 | $9K | Hold |
136
| – | – | 0.01% | 308 |
|
|
2019
Q1 | $8K | Buy |
+136
| New | +$8K | ﹤0.01% | 344 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$7K | – | 369 |
|
|
2018
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 390 |
|
|
2018
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 342 |
|
|
2018
Q1 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 299 |
|