Crewe Advisors’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 | $20.6K | Sell |
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|
2025
Q4 | $69.1K | Sell |
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|
2025
Q3 | $98.2K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $143K | Sell |
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|
2024
Q1 | $138K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $186K | Sell |
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|
2023
Q1 | $199K | Buy |
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|
2022
Q4 | $173K | Hold |
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|
2022
Q3 | $155K | Hold |
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|
2022
Q2 | $158K | Buy |
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