Avitas Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.41M | Buy |
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|
2024
Q3 | $3.61M | Buy |
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|
2024
Q2 | $3.51M | Buy |
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|
2024
Q1 | $3.23M | Buy |
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|
2023
Q4 | $2.99M | Buy |
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|
2023
Q3 | $2.42M | Sell |
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|
2023
Q2 | $2.67M | Buy |
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|
2023
Q1 | $2.55M | Sell |
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|
2022
Q4 | $2.24M | Sell |
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|
2022
Q3 | $2.02M | Buy |
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|
2022
Q2 | $2.03M | Sell |
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|
2022
Q1 | $2.64M | Buy |
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|
2021
Q4 | $2.28M | Buy |
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