Valeo Financial Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-87
| Closed | -$8K | – | 1612 |
|
|
2021
Q1 | $8K | Hold |
87
| – | – | ﹤0.01% | 1346 |
|
|
2020
Q4 | $7K | Hold |
87
| – | – | ﹤0.01% | 1267 |
|
|
2020
Q3 | $7K | Sell |
87
-20
| -19% | -$1.61K | ﹤0.01% | 1136 |
|
|
2020
Q2 | $8K | Buy |
107
+20
| +23% | +$1.5K | ﹤0.01% | 1302 |
|
|
2020
Q1 | $6K | Hold |
87
| – | – | ﹤0.01% | 1219 |
|
|
2019
Q4 | $6K | Hold |
87
| – | – | ﹤0.01% | 1234 |
|
|
2019
Q3 | $6K | Hold |
87
| – | – | ﹤0.01% | 1158 |
|
|
2019
Q2 | $6K | Hold |
87
| – | – | ﹤0.01% | 1166 |
|
|
2019
Q1 | $5K | Hold |
87
| – | – | ﹤0.01% | 1193 |
|
|
2018
Q4 | $4K | Sell |
87
-1
| -1% | -$46 | ﹤0.01% | 1159 |
|
|
2018
Q3 | $5K | Hold |
88
| – | – | ﹤0.01% | 1219 |
|
|
2018
Q2 | $4K | Hold |
88
| – | – | ﹤0.01% | 1202 |
|
|
2018
Q1 | $4K | Buy |
88
+38
| +76% | +$1.73K | ﹤0.01% | 1209 |
|
|
2017
Q4 | $2K | Buy |
50
+21
| +72% | +$840 | ﹤0.01% | 1214 |
|
|
2017
Q3 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1040 |
|