Dakota Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,917
| Closed | -$492K | – | 757 |
|
|
2024
Q2 | $492K | Sell |
2,917
-166
| -5% | -$28K | 0.01% | 507 |
|
|
2024
Q1 | $480K | Sell |
3,083
-186
| -6% | -$29K | 0.01% | 507 |
|
|
2023
Q4 | $478K | Sell |
3,269
-14
| -0.4% | -$2.05K | 0.02% | 427 |
|
|
2023
Q3 | $404K | Sell |
3,283
-29
| -0.9% | -$3.57K | 0.02% | 450 |
|
|
2023
Q2 | $449K | Buy |
3,312
+31
| +0.9% | +$4.2K | 0.02% | 399 |
|
|
2023
Q1 | $443K | Buy |
+3,281
| New | +$443K | 0.03% | 388 |
|