Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-96
| Closed | -$10K | – | 513 |
|
|
2021
Q2 | $10K | Buy |
+96
| New | +$10K | ﹤0.01% | 452 |
|
|
2019
Q2 | – | Sell |
-96
| Closed | -$6K | – | 425 |
|
|
2019
Q1 | $6K | Hold |
96
| – | – | ﹤0.01% | 441 |
|
|
2018
Q4 | $5K | Buy |
96
+8
| +9% | +$417 | ﹤0.01% | 478 |
|
|
2018
Q3 | $5K | Hold |
88
| – | – | ﹤0.01% | 486 |
|
|
2018
Q2 | $4K | Hold |
88
| – | – | ﹤0.01% | 520 |
|
|
2018
Q1 | $4K | Hold |
88
| – | – | ﹤0.01% | 526 |
|
|
2017
Q4 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 573 |
|