Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-831
| Closed | -$38K | – | 1063 |
|
|
2018
Q2 | $38K | Sell |
831
-876
| -51% | -$40.1K | 0.01% | 591 |
|
|
2018
Q1 | $75K | Buy |
+1,707
| New | +$75K | 0.02% | 456 |
|
|
2015
Q1 | $132K | Buy |
2,844
+262
| +10% | +$12.2K | 0.04% | 342 |
|
|
2014
Q4 | $119K | Hold |
2,582
| – | – | 0.04% | 338 |
|
|
2014
Q3 | $107K | Hold |
2,582
| – | – | 0.04% | 339 |
|
|
2014
Q2 | $107K | Hold |
2,582
| – | – | 0.03% | 334 |
|
|
2014
Q1 | $101K | Sell |
2,582
-175
| -6% | -$6.85K | 0.04% | 298 |
|
|
2013
Q4 | $119K | Buy |
2,757
+875
| +46% | +$37.8K | 0.04% | 277 |
|
|
2013
Q3 | $75K | Buy |
+1,882
| New | +$75K | 0.03% | 312 |
|