Mount Yale Investment Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,725
| Closed | -$1.64M | – | 591 |
|
|
2024
Q2 | $1.64M | Sell |
9,725
-3,366
| -26% | -$567K | 0.13% | 150 |
|
|
2024
Q1 | $2.04M | Sell |
13,091
-773
| -6% | -$120K | 0.16% | 128 |
|
|
2023
Q4 | $2.03M | Sell |
13,864
-344
| -2% | -$50.3K | 0.19% | 121 |
|
|
2023
Q3 | $1.74M | Sell |
14,208
-318
| -2% | -$38.9K | 0.19% | 122 |
|
|
2023
Q2 | $1.96M | Sell |
14,526
-420
| -3% | -$56.7K | 0.21% | 110 |
|
|
2023
Q1 | $2.02M | Sell |
14,946
-151
| -1% | -$20.4K | 0.23% | 104 |
|
|
2022
Q4 | $1.79M | Buy |
+15,097
| New | +$1.79M | 0.2% | 110 |
|
|
2022
Q3 | – | Sell |
-2,745
| Closed | -$297K | – | 479 |
|
|
2022
Q2 | $297K | Buy |
+2,745
| New | +$297K | 0.04% | 354 |
|