Crewe Advisors’s Thomson Reuters TRI Stock Holding History

Crewe Advisors’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$98.2K	Buy
2024 Q3	–	Sell
2024 Q2	$143K	Sell
2024 Q1	$138K	Buy
2023 Q3	–	Sell
2023 Q2	$186K	Sell
2023 Q1	$199K	Buy
2022 Q4	$173K	Hold
2022 Q3	$155K	Hold
2022 Q2	$158K	Buy