Peloton Wealth Strategists’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-52,075
| Closed | -$2.4M | – | 77 |
|
|
2014
Q4 | $2.4M | Sell |
52,075
-131
| -0.3% | -$6.04K | 1.82% | 19 |
|
|
2014
Q3 | $2.17M | Buy |
+52,206
| New | +$2.17M | 1.71% | 23 |
|
|
2014
Q2 | – | Sell |
-52,469
| Closed | -$2.05M | – | 94 |
|
|
2014
Q1 | $2.05M | Buy |
52,469
+175
| +0.3% | +$6.84K | 1.68% | 23 |
|
|
2013
Q4 | $2.26M | Sell |
52,294
-3,588
| -6% | -$155K | 1.83% | 21 |
|
|
2013
Q3 | $2.24M | Hold |
55,882
| – | – | 1.87% | 22 |
|
|
2013
Q2 | $2.08M | Buy |
+55,882
| New | +$2.08M | 1.87% | 22 |
|