RVW Wealth’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-128
| Closed | -$15.7K | – | 337 |
|
|
2023
Q3 | $15.7K | Sell |
128
-13,073
| -99% | -$1.6M | ﹤0.01% | 334 |
|
|
2023
Q2 | $1.78M | Buy |
13,201
+471
| +4% | +$63.6K | 0.21% | 51 |
|
|
2023
Q1 | $1.72M | Sell |
12,730
-115
| -0.9% | -$15.5K | 0.21% | 51 |
|
|
2022
Q4 | $1.52M | Buy |
12,845
+128
| +1% | +$15.1K | 0.19% | 55 |
|
|
2022
Q3 | $1.35M | Hold |
12,717
| – | – | 0.19% | 64 |
|
|
2022
Q2 | $1.38M | Sell |
12,717
-25
| -0.2% | -$2.7K | 0.18% | 66 |
|
|
2022
Q1 | $1.44M | Buy |
12,742
+25
| +0.2% | +$2.82K | 0.17% | 63 |
|
|
2021
Q4 | $1.58M | Buy |
12,717
+115
| +0.9% | +$14.3K | 0.18% | 59 |
|
|
2021
Q3 | $1M | Hold |
12,602
| – | – | 0.12% | 81 |
|
|
2021
Q2 | $1M | Hold |
12,602
| – | – | 0.13% | 74 |
|
|
2021
Q1 | $1M | Sell |
12,602
-6,301
| -33% | -$500K | 0.13% | 99 |
|
|
2020
Q4 | $2M | Sell |
18,903
-12,601
| -40% | -$1.33M | 0.29% | 48 |
|
|
2020
Q3 | $2.61M | Buy |
31,504
+18,902
| +150% | +$1.56M | 0.44% | 41 |
|
|
2020
Q2 | $889K | Buy |
+12,602
| New | +$889K | 0.16% | 61 |
|