Dorchester Wealth Management’s Tricon Residential Inc. TCN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-105,800
Closed -$1.18M 175
2024
Q1
$1.18M Sell
105,800
-26,009
-20% -$277K 0.21% 72
2023
Q4
$1.2M Sell
131,809
-5,625
-4% -$43.1K 0.22% 67
2023
Q3
$1.02M Buy
+137,434
New +$1.18M 0.21% 76
2022
Q3
Sell
-12,066
Closed -$122K 158
2022
Q2
$122K Sell
12,066
-103
-0.8% -$1.32K 0.02% 153
2022
Q1
$194K Buy
+12,169
New +$186K 0.03% 157

Dorchester Wealth Management's TCN Position: Q2 2024 in Review

Dorchester Wealth Management sold out of Tricon Residential Inc. (TCN) in Q2 2024, closing a stake of 105,800 shares — an estimated $1.18M sold.

Dorchester Wealth Management first reported a position in TCN in Q1 2022 and held it in 5 quarters. The position peaked at $1.2M in Q4 2023. 0 funds tracked by Wall St. Rank hold TCN as of Q2 2024.

  • Dorchester Wealth Management reported no remaining Tricon Residential Inc. position as of Q2 2024 after selling out during the quarter.
  • Dorchester Wealth Management sold 105,800 Tricon Residential Inc. shares in Q2 2024, an estimated $1.18M.
  • Dorchester Wealth Management first reported a position in Tricon Residential Inc. in Q1 2022 and held it in 5 quarters.
  • Dorchester Wealth Management's Tricon Residential Inc. position peaked at $1.2M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Tricon Residential Inc. as of Q2 2024.

Based on Dorchester Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.