One Wealth Advisors’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 |
-66
| Closed | -$4K | – | 455 |
|
|
2019
Q1 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 404 |
|
|
2018
Q4 | – | Sell |
-97
| Closed | -$5K | – | 435 |
|
|
2018
Q3 | $5K | Hold |
97
| – | – | ﹤0.01% | 406 |
|
|
2018
Q2 | $4K | Hold |
97
| – | – | ﹤0.01% | 439 |
|
|
2018
Q1 | $4K | Buy |
97
+7
| +8% | +$289 | ﹤0.01% | 411 |
|
|
2017
Q4 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 463 |
|