Menard Financial Group’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,575
| Closed | -$234K | – | 167 |
|
|
2021
Q1 | $234K | Sell |
2,575
-630
| -20% | -$57.3K | 0.25% | 123 |
|
|
2020
Q4 | $272K | Sell |
3,205
-499
| -13% | -$42.3K | 0.29% | 108 |
|
|
2020
Q3 | $307K | Sell |
3,704
-151
| -4% | -$12.5K | 0.36% | 76 |
|
|
2020
Q2 | $272K | Buy |
+3,855
| New | +$272K | 0.34% | 74 |
|
|
2020
Q1 | – | Sell |
-6,887
| Closed | -$512K | – | 111 |
|
|
2019
Q4 | $512K | Buy |
+6,887
| New | +$512K | 0.49% | 69 |
|