Tradition Wealth 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
Q4 | – | Sell |
-28
| Closed | -$3K | – | 1367 |
|
|
2023
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 1338 |
|
|
2023
Q2 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 1294 |
|
|
2022
Q3 | – | Sell |
-124
| Closed | -$13K | – | 1213 |
|
|
2022
Q2 | $13K | Hold |
124
| – | – | ﹤0.01% | 764 |
|
|
2022
Q1 | $14K | Buy |
+124
| New | +$14K | ﹤0.01% | 816 |
|