Sigma Planning Corp’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,898
| Closed | -$236K | – | 1470 |
|
|
2021
Q4 | $236K | Buy |
+1,898
| New | +$236K | 0.01% | 1189 |
|
|
2020
Q1 | – | Sell |
-8,888
| Closed | -$660K | – | 1082 |
|
|
2019
Q4 | $660K | Buy |
8,888
+760
| +9% | +$56.4K | 0.03% | 506 |
|
|
2019
Q3 | $564K | Buy |
8,128
+2,069
| +34% | +$144K | 0.03% | 536 |
|
|
2019
Q2 | $405K | Buy |
6,059
+14
| +0.2% | +$936 | 0.02% | 619 |
|
|
2019
Q1 | $371K | Buy |
+6,045
| New | +$371K | 0.02% | 595 |
|