Proficio Capital Partners’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,653
| Closed | -$111K | – | 1411 |
|
|
2019
Q2 | $111K | Buy |
1,653
+23
| +1% | +$1.54K | 0.04% | 195 |
|
|
2019
Q1 | $100K | Hold |
1,630
| – | – | 0.04% | 200 |
|
|
2018
Q4 | $82K | Buy |
1,630
+84
| +5% | +$4.23K | 0.04% | 195 |
|
|
2018
Q3 | $81K | Buy |
1,546
+88
| +6% | +$4.61K | 0.03% | 237 |
|
|
2018
Q2 | $67K | Buy |
1,458
+769
| +112% | +$35.3K | 0.03% | 274 |
|
|
2018
Q1 | $30K | Buy |
689
+89
| +15% | +$3.88K | 0.01% | 474 |
|
|
2017
Q4 | $30K | Sell |
600
-814
| -58% | -$40.7K | 0.01% | 472 |
|
|
2017
Q3 | $74K | Sell |
1,414
-373
| -21% | -$19.5K | 0.03% | 306 |
|
|
2017
Q2 | $97K | Buy |
1,787
+500
| +39% | +$27.1K | 0.04% | 255 |
|
|
2017
Q1 | $64K | Buy |
1,287
+865
| +205% | +$43K | 0.03% | 331 |
|
|
2016
Q4 | $21K | Sell |
422
-1,065
| -72% | -$53K | 0.01% | 429 |
|
|
2016
Q3 | $70K | Buy |
1,487
+439
| +42% | +$20.7K | 0.04% | 212 |
|
|
2016
Q2 | $51K | Buy |
1,048
+1,032
| +6,450% | +$50.2K | 0.03% | 266 |
|
|
2016
Q1 | $1K | Sell |
16
-39
| -71% | -$2.44K | ﹤0.01% | 950 |
|
|
2015
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 690 |
|