Shine Investment Advisory Services’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,033
| Closed | -$72K | – | 770 |
|
|
2019
Q3 | $72K | Sell |
1,033
-3,100
| -75% | -$216K | 0.03% | 237 |
|
|
2019
Q2 | $276K | Buy |
4,133
+660
| +19% | +$44.1K | 0.13% | 93 |
|
|
2019
Q1 | $213K | Hold |
3,473
| – | – | 0.1% | 113 |
|
|
2018
Q4 | $174K | Sell |
3,473
-964
| -22% | -$48.3K | 0.09% | 115 |
|
|
2018
Q3 | $232K | Hold |
4,437
| – | – | 0.12% | 96 |
|
|
2018
Q2 | $204K | Buy |
4,437
+2,574
| +138% | +$118K | 0.1% | 103 |
|
|
2018
Q1 | $82K | Hold |
1,863
| – | – | 0.04% | 204 |
|
|
2017
Q4 | $93K | Buy |
+1,863
| New | +$93K | 0.05% | 184 |
|
|
2017
Q3 | – | Sell |
-1,863
| Closed | -$99K | – | 685 |
|
|
2017
Q2 | $99K | Buy |
+1,863
| New | +$99K | 0.05% | 155 |
|