Prestige Wealth Management Group’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-31
| Closed | -$3K | – | 1036 |
|
|
2020
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 646 |
|
|
2020
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 708 |
|
|
2020
Q1 | $2K | Buy |
31
+27
| +675% | +$1.74K | ﹤0.01% | 682 |
|
|
2019
Q4 | $0 | Sell |
4
-14
| -78% | – | ﹤0.01% | 672 |
|
|
2019
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 563 |
|
|
2019
Q1 | – | Sell |
-144
| Closed | -$7K | – | 1081 |
|
|
2018
Q4 | $7K | Buy |
+144
| New | +$7K | 0.01% | 523 |
|