Wealthspire Advisors (Maryland)’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-77
| Closed | -$5K | – | 1936 |
|
|
2019
Q1 | $5K | Hold |
77
| – | – | ﹤0.01% | 1850 |
|
|
2018
Q4 | $4K | Sell |
77
-49
| -39% | -$2.55K | ﹤0.01% | 1868 |
|
|
2018
Q3 | $7K | Sell |
126
-18
| -13% | -$1K | ﹤0.01% | 1680 |
|
|
2018
Q2 | $7K | Buy |
144
+21
| +17% | +$1.02K | ﹤0.01% | 1677 |
|
|
2018
Q1 | $5K | Buy |
123
+19
| +18% | +$772 | ﹤0.01% | 1836 |
|
|
2017
Q4 | $5K | Buy |
104
+31
| +42% | +$1.49K | ﹤0.01% | 1850 |
|
|
2017
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 1869 |
|
|
2017
Q2 | $4K | Sell |
73
-1,584
| -96% | -$86.8K | ﹤0.01% | 1846 |
|
|
2017
Q1 | $82K | Sell |
1,657
-338
| -17% | -$16.7K | 0.01% | 660 |
|
|
2016
Q4 | $100K | Sell |
1,995
-106
| -5% | -$5.31K | 0.02% | 581 |
|
|
2016
Q3 | $99K | Sell |
2,101
-135
| -6% | -$6.36K | 0.02% | 568 |
|
|
2016
Q2 | $103K | Buy |
2,236
+51
| +2% | +$2.35K | 0.02% | 530 |
|
|
2016
Q1 | $101K | Sell |
2,185
-77
| -3% | -$3.56K | 0.02% | 519 |
|
|
2015
Q4 | $98K | Buy |
+2,262
| New | +$98K | 0.02% | 531 |
|