Avior Wealth Management’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-225
Closed -$36.1K 2206
2024
Q4
$36.1K Sell
225
-17
-7% -$2.73K ﹤0.01% 1250
2024
Q3
$41.3K Sell
242
-423
-64% -$72.2K ﹤0.01% 1188
2024
Q2
$112K Sell
665
-113
-15% -$19K ﹤0.01% 831
2024
Q1
$121K Buy
+778
New +$121K 0.01% 881