Winfield Associates’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-66
| Closed | -$4K | – | 610 |
|
|
2017
Q4 | $4K | Hold |
66
| – | – | ﹤0.01% | 567 |
|
|
2017
Q3 | $3K | Buy |
66
+22
| +50% | +$1K | ﹤0.01% | 571 |
|
|
2017
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 711 |
|
|
2017
Q1 | $2K | Sell |
44
-22
| -33% | -$1K | ﹤0.01% | 608 |
|
|
2016
Q4 | $3K | Buy |
66
+22
| +50% | +$1K | ﹤0.01% | 524 |
|
|
2016
Q3 | $2K | Sell |
44
-9
| -17% | -$409 | ﹤0.01% | 555 |
|
|
2016
Q2 | $2K | Buy |
53
+9
| +20% | +$340 | ﹤0.01% | 546 |
|
|
2016
Q1 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 517 |
|