WealthPLAN Partners’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-26
Closed -$1.29K 401
2017
Q1
$1.29K Buy
+26
New +$1.29K ﹤0.01% 418
2016
Q3
$1.23K Sell
26
-27
-51% -$1.28K ﹤0.01% 883
2016
Q2
$1.21K Buy
+53
New +$1.21K ﹤0.01% 2306