Taylor Cottrill’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $392K | Sell |
9,058
-351
| -4% | -$15.2K | 0.2% | 84 |
|
|
2015
Q3 | $433K | Hold |
9,409
| – | – | 0.24% | 82 |
|
|
2015
Q2 | $409K | Sell |
9,409
-4,397
| -32% | -$191K | 0.2% | 86 |
|
|
2015
Q1 | $640K | Sell |
13,806
-2,101
| -13% | -$97.4K | 0.3% | 73 |
|
|
2014
Q4 | $733K | Sell |
15,907
-875
| -5% | -$40.3K | 0.34% | 69 |
|
|
2014
Q3 | $698K | Sell |
16,782
-1,619
| -9% | -$67.3K | 0.34% | 67 |
|
|
2014
Q2 | $764K | Sell |
18,401
-23,434
| -56% | -$973K | 0.37% | 67 |
|
|
2014
Q1 | $1.64M | Sell |
41,835
-8,358
| -17% | -$327K | 0.84% | 44 |
|
|
2013
Q4 | $2.17M | Sell |
50,193
-10,547
| -17% | -$456K | 1.13% | 38 |
|
|
2013
Q3 | $2.43M | Sell |
60,740
-33,713
| -36% | -$1.35M | 1.36% | 32 |
|
|
2013
Q2 | $3.52M | Buy |
+94,453
| New | +$3.52M | 2.03% | 17 |
|