Beacon Investment Advisory Services’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $42.2K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $238K | Sell |
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|
2020
Q1 | $951K | Buy |
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|
2019
Q4 | $979K | Buy |
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|
2019
Q3 | $859K | Buy |
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|
2019
Q2 | $796K | Buy |
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|
2019
Q1 | $491K | Buy |
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|
2018
Q4 | $400K | Buy |
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|
2018
Q3 | $315K | Buy |
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|
2018
Q2 | $261K | Buy |
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|
2018
Q1 | $246K | Buy |
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|
2017
Q4 | $206K | Sell |
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|
2017
Q3 | $361K | Buy |
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