Sowell Financial Services’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-453
| Closed | -$45K | – | 2534 |
|
|
2021
Q1 | $45K | Buy |
453
+79
| +21% | +$7.85K | ﹤0.01% | 1704 |
|
|
2020
Q4 | $32K | Hold |
374
| – | – | ﹤0.01% | 1562 |
|
|
2020
Q3 | $31K | Sell |
374
-108
| -22% | -$8.95K | ﹤0.01% | 1375 |
|
|
2020
Q2 | $34K | Buy |
482
+137
| +40% | +$9.66K | ﹤0.01% | 1293 |
|
|
2020
Q1 | $24K | Buy |
345
+54
| +19% | +$3.76K | ﹤0.01% | 1333 |
|
|
2019
Q4 | $22K | Sell |
291
-2,495
| -90% | -$189K | ﹤0.01% | 1408 |
|
|
2019
Q3 | $193K | Buy |
+2,786
| New | +$193K | 0.02% | 656 |
|