Arax Advisory Partners’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3K | Buy |
26
+12
| +86% | +$10.7K | ﹤0.01% | 1590 |
|
|
2025
Q1 | $2.4K | Sell |
14
-9
| -39% | -$1.54K | ﹤0.01% | 2016 |
|
|
2024
Q4 | $3.66K | Sell |
23
-19
| -45% | -$3.02K | ﹤0.01% | 1845 |
|
|
2024
Q3 | $7.11K | Sell |
42
-877
| -95% | -$148K | ﹤0.01% | 1554 |
|
|
2024
Q2 | $155K | Sell |
919
-27
| -3% | -$4.55K | 0.02% | 379 |
|
|
2024
Q1 | $147K | Sell |
946
-2
| -0.2% | -$312 | 0.02% | 333 |
|
|
2023
Q4 | $139K | Buy |
948
+417
| +79% | +$61K | 0.02% | 333 |
|
|
2023
Q3 | $65K | Buy |
531
+15
| +3% | +$1.84K | 0.01% | 420 |
|
|
2023
Q2 | $69.6K | Buy |
516
+13
| +3% | +$1.75K | 0.01% | 412 |
|
|
2023
Q1 | $67.9K | Buy |
503
+485
| +2,694% | +$65.5K | 0.01% | 410 |
|
|
2022
Q4 | $2.2K | Hold |
18
| – | – | ﹤0.01% | 929 |
|
|
2022
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 995 |
|
|
2022
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 967 |
|
|
2022
Q1 | $2K | Buy |
18
+5
| +38% | +$556 | ﹤0.01% | 970 |
|
|
2021
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 936 |
|