Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.41M | Buy |
21,283
+146
| +0.7% | +$23.4K | 0.47% | 52 |
|
|
2024
Q3 | $3.61M | Buy |
21,137
+326
| +2% | +$55.6K | 0.51% | 52 |
|
|
2024
Q2 | $3.51M | Buy |
20,811
+79
| +0.4% | +$13.3K | 0.51% | 53 |
|
|
2024
Q1 | $3.23M | Buy |
20,732
+283
| +1% | +$44.1K | 0.49% | 54 |
|
|
2023
Q4 | $2.99M | Buy |
20,449
+691
| +3% | +$101K | 0.5% | 51 |
|
|
2023
Q3 | $2.42M | Sell |
19,758
-21
| -0.1% | -$2.57K | 0.46% | 58 |
|
|
2023
Q2 | $2.67M | Buy |
19,779
+908
| +5% | +$123K | 0.48% | 55 |
|
|
2023
Q1 | $2.55M | Sell |
18,871
-86
| -0.5% | -$11.6K | 0.5% | 57 |
|
|
2022
Q4 | $2.24M | Sell |
18,957
-57
| -0.3% | -$6.75K | 0.47% | 64 |
|
|
2022
Q3 | $2.02M | Buy |
19,014
+233
| +1% | +$24.8K | 0.46% | 62 |
|
|
2022
Q2 | $2.03M | Sell |
18,781
-4,619
| -20% | -$499K | 0.44% | 68 |
|
|
2022
Q1 | $2.64M | Buy |
23,400
+5,045
| +27% | +$570K | 0.48% | 66 |
|
|
2021
Q4 | $2.28M | Buy |
+18,355
| New | +$2.28M | 0.38% | 91 |
|