Daymark Wealth Partners’s Thomson Reuters TRI Stock Holding History

Daymark Wealth Partners’s Portfolio TRI Stock Details TRI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$226K	Sell
2025 Q2	$304K	Hold
2025 Q1	$261K	Sell
2024 Q4	$257K	Buy
2024 Q3	$272K	Buy
2024 Q2	$267K	Hold
2024 Q1	$247K	Buy
2023 Q4	$231K	Buy
2023 Q3	–	Sell
2023 Q2	$208K	Buy