Continuum 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 | – | Sell |
-579
| Closed | -$100K | – | 1471 |
|
|
2025
Q1 | $100K | Buy |
579
+7
| +1% | +$1.21K | 0.01% | 527 |
|
|
2024
Q4 | $91.7K | Hold |
572
| – | – | 0.01% | 536 |
|
|
2024
Q3 | $94.2K | Buy |
572
+6
| +1% | +$988 | 0.01% | 532 |
|
|
2024
Q2 | $95.4K | Hold |
566
| – | – | 0.01% | 491 |
|
|
2024
Q1 | $95K | Buy |
+566
| New | +$95K | 0.01% | 495 |
|