Miracle Mile Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3,040
| Closed | -$360K | – | 535 |
|
2022
Q4 | $360K | Sell |
3,040
-183
| -6% | -$21.7K | 0.01% | 400 |
|
2022
Q3 | $343K | Sell |
3,223
-253
| -7% | -$26.9K | 0.02% | 338 |
|
2022
Q2 | $376K | Sell |
3,476
-203
| -6% | -$22K | 0.02% | 342 |
|
2022
Q1 | $415K | Sell |
3,679
-20,187
| -85% | -$2.28M | 0.02% | 343 |
|
2021
Q4 | $2.96M | Buy |
23,866
+1,785
| +8% | +$222K | 0.12% | 144 |
|
2021
Q3 | $2.53M | Buy |
22,081
+515
| +2% | +$59K | 0.12% | 147 |
|
2021
Q2 | $2.22M | Buy |
21,566
+1,200
| +6% | +$124K | 0.12% | 147 |
|
2021
Q1 | $1.85M | Buy |
20,366
+774
| +4% | +$70.3K | 0.11% | 159 |
|
2020
Q4 | $1.66M | Buy |
19,592
+1,160
| +6% | +$98.5K | 0.1% | 162 |
|
2020
Q3 | $1.53M | Buy |
18,432
+400
| +2% | +$33.1K | 0.11% | 150 |
|
2020
Q2 | $1.27M | Buy |
18,032
+1,166
| +7% | +$82.2K | 0.1% | 162 |
|
2020
Q1 | $1.19M | Sell |
16,866
-1,134
| -6% | -$79.8K | 0.13% | 121 |
|
2019
Q4 | $1.34M | Buy |
18,000
+1,338
| +8% | +$99.4K | 0.09% | 142 |
|
2019
Q3 | $1.16M | Sell |
16,662
-24
| -0.1% | -$1.67K | 0.08% | 154 |
|
2019
Q2 | $1.12M | Sell |
16,686
-160
| -0.9% | -$10.7K | 0.08% | 147 |
|
2019
Q1 | $1.04M | Buy |
+16,846
| New | +$1.04M | 0.08% | 156 |
|