Daymark Wealth Partners’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 | $304K | Hold |
1,512
| – | – | 0.01% | 442 |
|
|
2025
Q1 | $261K | Sell |
1,512
-88
| -6% | -$15.2K | 0.01% | 441 |
|
|
2024
Q4 | $257K | Buy |
1,600
+4
| +0.3% | +$642 | 0.01% | 434 |
|
|
2024
Q3 | $272K | Buy |
1,596
+14
| +0.9% | +$2.39K | 0.01% | 442 |
|
|
2024
Q2 | $267K | Hold |
1,582
| – | – | 0.01% | 416 |
|
|
2024
Q1 | $247K | Buy |
1,582
+3
| +0.2% | +$467 | 0.01% | 380 |
|
|
2023
Q4 | $231K | Buy |
+1,579
| New | +$231K | 0.01% | 362 |
|
|
2023
Q3 | – | Sell |
-1,539
| Closed | -$208K | – | 407 |
|
|
2023
Q2 | $208K | Buy |
+1,539
| New | +$208K | 0.02% | 351 |
|