Professional Financial Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-57
| Closed | -$6K | – | 425 |
|
|
2022
Q3 | $6K | Buy |
57
+1
| +2% | +$105 | ﹤0.01% | 349 |
|
|
2022
Q2 | $6K | Hold |
56
| – | – | ﹤0.01% | 361 |
|
|
2022
Q1 | $6K | Hold |
56
| – | – | ﹤0.01% | 363 |
|
|
2021
Q4 | $7K | Hold |
56
| – | – | ﹤0.01% | 351 |
|
|
2021
Q3 | $6K | Hold |
56
| – | – | ﹤0.01% | 311 |
|
|
2021
Q2 | $6K | Buy |
56
+1
| +2% | +$107 | ﹤0.01% | 316 |
|
|
2021
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 292 |
|
|
2020
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 289 |
|
|
2020
Q3 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 289 |
|