Ashton Thomas Private Wealth’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 | – | Sell |
-1,186
| Closed | -$205K | – | 878 |
|
|
2025
Q1 | $205K | Buy |
+1,186
| New | +$205K | 0.01% | 767 |
|
|
2024
Q3 | – | Sell |
-433
| Closed | -$73K | – | 1740 |
|
|
2024
Q2 | $73K | Buy |
+433
| New | +$73K | ﹤0.01% | 823 |
|
|
2024
Q1 | – | Sell |
-1,759
| Closed | -$258K | – | 617 |
|
|
2023
Q4 | $258K | Sell |
1,759
-12
| -0.7% | -$1.76K | 0.02% | 518 |
|
|
2023
Q3 | $217K | Sell |
1,771
-25
| -1% | -$3.07K | 0.02% | 525 |
|
|
2023
Q2 | $243K | Buy |
+1,796
| New | +$243K | 0.02% | 524 |
|