Aaron Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Aaron Wealth Advisors’s Portfolio TRI Stock Details TRI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$478K	Buy
2023 Q4	–	Sell
2023 Q3	$2.68M	Sell
2023 Q2	$2.98M	Sell
2023 Q1	$2.98M	Hold
2022 Q4	$2.61M	Buy
2022 Q3	$2.33M	Buy