SkyView Investment Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,235
| Closed | -$722K | – | 344 |
|
2024
Q3 | $722K | Buy |
4,235
+66
| +2% | +$11.3K | 0.12% | 127 |
|
2024
Q2 | $703K | Buy |
4,169
+23
| +0.6% | +$3.88K | 0.13% | 141 |
|
2024
Q1 | $646K | Buy |
+4,146
| New | +$646K | 0.12% | 150 |
|
2023
Q4 | – | Sell |
-3,492
| Closed | -$427K | – | 462 |
|
2023
Q3 | $427K | Buy |
3,492
+173
| +5% | +$21.2K | 0.17% | 167 |
|
2023
Q2 | $448K | Buy |
+3,319
| New | +$448K | 0.11% | 237 |
|