Legacy Financial Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-71
| Closed | -$4K | – | 835 |
|
|
2019
Q1 | $4K | Hold |
71
| – | – | ﹤0.01% | 827 |
|
|
2018
Q4 | $4K | Sell |
71
-161
| -69% | -$9.07K | ﹤0.01% | 784 |
|
|
2018
Q3 | $12K | Hold |
232
| – | – | ﹤0.01% | 480 |
|
|
2018
Q2 | $11K | Hold |
232
| – | – | ﹤0.01% | 504 |
|
|
2018
Q1 | $10K | Hold |
232
| – | – | ﹤0.01% | 483 |
|
|
2017
Q4 | $11K | Buy |
+232
| New | +$11K | ﹤0.01% | 453 |
|