Palo Capital’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $870K | Buy |
17,368
+493
| +3% | +$24.7K | 0.37% | 86 |
|
|
2018
Q3 | $881K | Buy |
16,875
+1,053
| +7% | +$55K | 0.32% | 90 |
|
|
2018
Q2 | $729K | Buy |
15,822
+524
| +3% | +$24.1K | 0.27% | 102 |
|
|
2018
Q1 | $676K | Buy |
15,298
+119
| +0.8% | +$5.26K | 0.25% | 111 |
|
|
2017
Q4 | $756K | Buy |
15,179
+1,058
| +7% | +$52.7K | 0.34% | 85 |
|
|
2017
Q3 | $740K | Buy |
14,121
+12
| +0.1% | +$629 | 0.39% | 83 |
|
|
2017
Q2 | $746K | Buy |
14,109
+437
| +3% | +$23.1K | 0.42% | 84 |
|
|
2017
Q1 | $675K | Sell |
13,672
-82
| -0.6% | -$4.05K | 0.4% | 87 |
|
|
2016
Q4 | $688K | Buy |
13,754
+2,936
| +27% | +$147K | 0.43% | 80 |
|
|
2016
Q3 | $511K | Sell |
10,818
-5,580
| -34% | -$264K | 0.35% | 90 |
|
|
2016
Q2 | $758K | Buy |
16,398
+9,377
| +134% | +$433K | 0.26% | 96 |
|
|
2016
Q1 | $325K | Buy |
+7,021
| New | +$325K | 0.26% | 97 |
|