Tarbox Family Office’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-35
| Closed | -$4K | – | 900 |
|
|
2022
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 629 |
|
|
2021
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 702 |
|
|
2021
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 730 |
|
|
2021
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 743 |
|
|
2021
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 803 |
|
|
2020
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 740 |
|
|
2020
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 665 |
|
|
2020
Q2 | $2K | Sell |
35
-7
| -17% | -$400 | ﹤0.01% | 836 |
|
|
2020
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 566 |
|
|
2019
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 712 |
|
|
2019
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 649 |
|
|
2019
Q2 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 649 |
|