TD Ameritrade Investment Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10
| Closed | -$1K | – | 604 |
|
|
2023
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 575 |
|
|
2022
Q4 | $1K | Sell |
10
-15
| -60% | -$1.5K | ﹤0.01% | 574 |
|
|
2022
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $3K | Sell |
25
-32
| -56% | -$3.84K | ﹤0.01% | 518 |
|
|
2022
Q1 | $6K | Buy |
57
+1
| +2% | +$105 | ﹤0.01% | 539 |
|
|
2021
Q4 | $7K | Sell |
56
-27
| -33% | -$3.38K | ﹤0.01% | 513 |
|
|
2021
Q3 | $7K | Buy |
83
+29
| +54% | +$2.45K | ﹤0.01% | 494 |
|
|
2021
Q2 | $6K | Sell |
54
-29
| -35% | -$3.22K | ﹤0.01% | 520 |
|
|
2021
Q1 | $7K | Hold |
83
| – | – | ﹤0.01% | 508 |
|
|
2020
Q4 | $7K | Hold |
83
| – | – | ﹤0.01% | 508 |
|
|
2020
Q3 | $7K | Hold |
83
| – | – | ﹤0.01% | 494 |
|
|
2020
Q2 | $6K | Sell |
83
-1
| -1% | -$72 | ﹤0.01% | 495 |
|
|
2020
Q1 | $6K | Buy |
84
+27
| +47% | +$1.93K | ﹤0.01% | 476 |
|
|
2019
Q4 | $4K | Buy |
57
+21
| +58% | +$1.47K | ﹤0.01% | 538 |
|
|
2019
Q3 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 607 |
|