Bell Investment Advisors’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 | $6.64K | Hold |
33
| – | – | ﹤0.01% | 851 |
|
|
2025
Q1 | $5.7K | Hold |
33
| – | – | ﹤0.01% | 855 |
|
|
2024
Q4 | $5.29K | Hold |
33
| – | – | ﹤0.01% | 905 |
|
|
2024
Q3 | $5.63K | Hold |
33
| – | – | ﹤0.01% | 872 |
|
|
2024
Q2 | $5.56K | Hold |
33
| – | – | ﹤0.01% | 872 |
|
|
2024
Q1 | $5.14K | Hold |
33
| – | – | ﹤0.01% | 900 |
|
|
2023
Q4 | $4.83K | Buy |
33
+5
| +18% | +$731 | ﹤0.01% | 904 |
|
|
2023
Q3 | $3.43K | Sell |
28
-1
| -3% | -$122 | ﹤0.01% | 1005 |
|
|
2023
Q2 | $3.91K | Sell |
29
-18
| -38% | -$2.43K | ﹤0.01% | 943 |
|
|
2023
Q1 | $6.38K | Sell |
47
-29
| -38% | -$3.93K | ﹤0.01% | 668 |
|
|
2022
Q4 | $9.01K | Sell |
76
-5
| -6% | -$593 | ﹤0.01% | 527 |
|
|
2022
Q3 | $9K | Buy |
81
+64
| +376% | +$7.11K | ﹤0.01% | 456 |
|
|
2022
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1246 |
|
|
2021
Q4 | $8K | Sell |
65
-72
| -53% | -$8.86K | ﹤0.01% | 576 |
|
|
2021
Q3 | $16K | Buy |
+137
| New | +$16K | ﹤0.01% | 338 |
|