Level Four Advisory Services’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 | – | Sell |
-1,555
| Closed | -$227K | – | 887 |
|
|
2024
Q1 | $227K | Hold |
1,555
| – | – | 0.01% | 688 |
|
|
2023
Q4 | $227K | Buy |
+1,555
| New | +$227K | 0.01% | 686 |
|
|
2023
Q3 | – | Sell |
-1,591
| Closed | -$215K | – | 850 |
|
|
2023
Q2 | $215K | Sell |
1,591
-25
| -2% | -$3.37K | 0.01% | 722 |
|
|
2023
Q1 | $218K | Buy |
+1,616
| New | +$218K | 0.01% | 669 |
|
|
2022
Q1 | – | Sell |
-1,615
| Closed | -$200K | – | 697 |
|
|
2021
Q4 | $200K | Buy |
+1,615
| New | +$200K | 0.02% | 616 |
|