Cornerstone Planning Group’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 | $247K | Sell |
1,238
-239
| -16% | -$47.8K | 0.05% | 76 |
|
|
2025
Q1 | $269K | Sell |
1,477
-752
| -34% | -$137K | 0.06% | 76 |
|
|
2024
Q4 | $367K | Sell |
2,229
-4
| -0.2% | -$658 | 0.09% | 49 |
|
|
2024
Q3 | $372K | Sell |
2,233
-39
| -2% | -$6.5K | 0.1% | 49 |
|
|
2024
Q2 | $352K | Sell |
2,272
-1
| -0% | -$155 | 0.1% | 58 |
|
|
2024
Q1 | $374K | Sell |
2,273
-61
| -3% | -$10K | 0.12% | 47 |
|
|
2023
Q4 | $341K | Sell |
2,334
-8
| -0.3% | -$1.17K | 0.11% | 56 |
|
|
2023
Q3 | $286K | Sell |
2,342
-66
| -3% | -$8.07K | 0.11% | 64 |
|
|
2023
Q2 | $325K | Buy |
+2,408
| New | +$325K | 0.13% | 65 |
|
|
2022
Q4 | $202K | Buy |
+1,663
| New | +$202K | 0.08% | 98 |
|