Axxcess Wealth Management’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
1,078
-181
| -14% | -$36.4K | 0.01% | 825 |
|
|
2025
Q1 | $218K | Sell |
1,259
-1,669
| -57% | -$288K | 0.01% | 788 |
|
|
2024
Q4 | $470K | Sell |
2,928
-140
| -5% | -$22.5K | 0.01% | 557 |
|
|
2024
Q3 | $523K | Buy |
3,068
+136
| +5% | +$23.2K | 0.01% | 540 |
|
|
2024
Q2 | $494K | Sell |
2,932
-4,753
| -62% | -$801K | 0.01% | 522 |
|
|
2024
Q1 | $1.2M | Sell |
7,685
-265
| -3% | -$41.3K | 0.03% | 334 |
|
|
2023
Q4 | $1.16M | Sell |
7,950
-1,087
| -12% | -$159K | 0.03% | 327 |
|
|
2023
Q3 | $1.11M | Buy |
9,037
+6,506
| +257% | +$796K | 0.04% | 301 |
|
|
2023
Q2 | $342K | Sell |
2,531
-2,253
| -47% | -$304K | 0.02% | 423 |
|
|
2023
Q1 | $646K | Buy |
4,784
+283
| +6% | +$38.2K | 0.05% | 316 |
|
|
2022
Q4 | $533K | Buy |
+4,501
| New | +$533K | 0.04% | 348 |
|