Cary Street Partners Investment Advisory’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 | $206K | Buy |
+1,026
| New | +$206K | 0.1% | 238 |
|
|
2023
Q4 | – | Sell |
-53
| Closed | -$6.48K | – | 1709 |
|
|
2023
Q3 | $6.48K | Hold |
53
| – | – | ﹤0.01% | 1417 |
|
|
2023
Q2 | $7.15K | Sell |
53
-1
| -2% | -$135 | ﹤0.01% | 1318 |
|
|
2023
Q1 | $7.29K | Hold |
54
| – | – | ﹤0.01% | 1224 |
|
|
2022
Q4 | $6.39K | Buy |
+54
| New | +$6.39K | ﹤0.01% | 1267 |
|