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Schubert & Co’s Thomson Reuters TRI Stock Holding History

Schubert & Co’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9
Closed -$1.17K – 1394
2023
Q1 		$1.17K Hold
9
– – ﹤0.01% 1133
2022
Q4 		$1.03K Hold
9
– – ﹤0.01% 1168
2022
Q3 		$1K Hold
9
– – ﹤0.01% 1275
2022
Q2 		$1K Buy
+9
New +$1K ﹤0.01% 1320