WFG Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-95
| Closed | -$4K | – | 2218 |
|
|
2014
Q3 | $4K | Hold |
95
| – | – | ﹤0.01% | 1721 |
|
|
2014
Q2 | $4K | Sell |
95
-84
| -47% | -$3.54K | ﹤0.01% | 1703 |
|
|
2014
Q1 | $7K | Sell |
179
-159
| -47% | -$6.22K | ﹤0.01% | 1548 |
|
|
2013
Q4 | $15K | Sell |
338
-21
| -6% | -$932 | ﹤0.01% | 1462 |
|
|
2013
Q3 | $14K | Buy |
359
+3
| +0.8% | +$117 | ﹤0.01% | 1410 |
|
|
2013
Q2 | $13K | Buy |
+356
| New | +$13K | ﹤0.01% | 1378 |
|