Dorchester Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $231K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $885K | Sell |
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|
2018
Q2 | $924K | Sell |
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|
2018
Q1 | $957K | Buy |
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|
2017
Q4 | $354K | Buy |
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|
2017
Q3 | $242K | Sell |
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|
2017
Q2 | $244K | Sell |
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|
2017
Q1 | $239K | Buy |
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|
2016
Q4 | $227K | Hold |
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|
2016
Q3 | $214K | Hold |
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|
2016
Q2 | $210K | Hold |
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|
2016
Q1 | $210K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $231K | Sell |
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|
2015
Q2 | $226K | Buy |
|