Aviso Financial’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 | $14.3M | Buy |
70,897
+1,204
| +2% | +$242K | 0.64% | 31 |
|
|
2025
Q1 | $12M | Sell |
69,693
-4,470
| -6% | -$772K | 0.59% | 33 |
|
|
2024
Q4 | $11.9M | Buy |
74,163
+687
| +0.9% | +$110K | 0.6% | 34 |
|
|
2024
Q3 | $12.5M | Buy |
73,476
+2,593
| +4% | +$442K | 0.62% | 31 |
|
|
2024
Q2 | $11.9M | Buy |
+70,883
| New | +$11.9M | 0.66% | 32 |
|