Stratos Wealth Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,808
| Closed | -$304K | – | 537 |
|
|
2022
Q2 | $304K | Hold |
2,808
| – | – | 0.03% | 435 |
|
|
2022
Q1 | $317K | Hold |
2,808
| – | – | 0.03% | 443 |
|
|
2021
Q4 | $348K | Sell |
2,808
-548
| -16% | -$67.9K | 0.03% | 441 |
|
|
2021
Q3 | $385K | Buy |
3,356
+345
| +11% | +$39.6K | 0.03% | 399 |
|
|
2021
Q2 | $310K | Hold |
3,011
| – | – | 0.03% | 435 |
|
|
2021
Q1 | $274K | Buy |
3,011
+270
| +10% | +$24.6K | 0.03% | 413 |
|
|
2020
Q4 | $233K | Buy |
+2,741
| New | +$233K | 0.03% | 359 |
|