Tradewinds Capital Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-145
| Closed | -$10K | – | 719 |
|
|
2020
Q1 | $10K | Hold |
145
| – | – | ﹤0.01% | 355 |
|
|
2019
Q4 | $11K | Hold |
145
| – | – | ﹤0.01% | 407 |
|
|
2019
Q3 | $10K | Hold |
145
| – | – | ﹤0.01% | 381 |
|
|
2019
Q2 | $10K | Hold |
145
| – | – | ﹤0.01% | 377 |
|
|
2019
Q1 | $9K | Hold |
145
| – | – | ﹤0.01% | 399 |
|
|
2018
Q4 | $7K | Buy |
145
+14
| +11% | +$676 | ﹤0.01% | 433 |
|
|
2018
Q3 | $7K | Hold |
131
| – | – | ﹤0.01% | 464 |
|
|
2018
Q2 | $6K | Hold |
131
| – | – | ﹤0.01% | 482 |
|
|
2018
Q1 | $6K | Buy |
+131
| New | +$6K | ﹤0.01% | 463 |
|
|
2017
Q4 | – | Sell |
-131
| Closed | -$7K | – | 745 |
|
|
2017
Q3 | $7K | Hold |
131
| – | – | ﹤0.01% | 451 |
|
|
2017
Q2 | $7K | Hold |
131
| – | – | ﹤0.01% | 448 |
|
|
2017
Q1 | $6K | Hold |
131
| – | – | ﹤0.01% | 473 |
|
|
2016
Q4 | $7K | Hold |
131
| – | – | ﹤0.01% | 415 |
|
|
2016
Q3 | $6K | Hold |
131
| – | – | ﹤0.01% | 425 |
|
|
2016
Q2 | $6K | Hold |
131
| – | – | ﹤0.01% | 430 |
|
|
2016
Q1 | $6K | Hold |
131
| – | – | ﹤0.01% | 455 |
|
|
2015
Q4 | $6K | Hold |
131
| – | – | ﹤0.01% | 434 |
|
|
2015
Q3 | $6K | Hold |
131
| – | – | ﹤0.01% | 429 |
|
|
2015
Q2 | $6K | Hold |
131
| – | – | ﹤0.01% | 465 |
|
|
2015
Q1 | $6K | Hold |
131
| – | – | ﹤0.01% | 435 |
|
|
2014
Q4 | $6K | Hold |
131
| – | – | ﹤0.01% | 442 |
|
|
2014
Q3 | $5K | Hold |
131
| – | – | ﹤0.01% | 448 |
|
|
2014
Q2 | $5K | Buy |
+131
| New | +$5K | ﹤0.01% | 449 |
|