Northwest Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-101
| Closed | -$6K | – | 435 |
|
|
2019
Q1 | $6K | Buy |
101
+1
| +1% | +$59 | ﹤0.01% | 396 |
|
|
2018
Q4 | $5K | Sell |
100
-1
| -1% | -$50 | ﹤0.01% | 398 |
|
|
2018
Q3 | $5K | Buy |
101
+1
| +1% | +$50 | ﹤0.01% | 427 |
|
|
2018
Q2 | $5K | Buy |
100
+1
| +1% | +$50 | ﹤0.01% | 417 |
|
|
2018
Q1 | $4K | Buy |
+99
| New | +$4K | ﹤0.01% | 448 |
|