Long Wharf Investors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | $484K | Sell |
11,661
-279
| -2% | -$11.6K | 0.38% | 100 |
|
2014
Q1 | $467K | Sell |
11,940
-309
| -3% | -$12.1K | 0.4% | 97 |
|
2013
Q4 | $529K | Buy |
12,249
+455
| +4% | +$19.7K | 0.48% | 68 |
|
2013
Q3 | $472K | Sell |
11,794
-1,242
| -10% | -$49.7K | 0.45% | 75 |
|
2013
Q2 | $485K | Buy |
+13,036
| New | +$485K | 0.48% | 71 |
|