MLL
Moody Lynn & Lieberson’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
1,187
| – | – | 0.01% | 229 |
|
|
2025
Q1 | $205K | Buy |
+1,187
| New | +$205K | 0.01% | 238 |
|
|
2024
Q4 | – | Sell |
-1,187
| Closed | -$203K | – | 260 |
|
|
2024
Q3 | $203K | Hold |
1,187
| – | – | 0.01% | 250 |
|
|
2024
Q2 | $200K | Buy |
+1,187
| New | +$200K | 0.01% | 231 |
|
|
2022
Q1 | – | Sell |
-1,794
| Closed | -$215K | – | 255 |
|
|
2021
Q4 | $215K | Buy |
+1,794
| New | +$215K | 0.01% | 222 |
|