Dynamic Advisor Solutions’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.45M | Buy |
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|
2025
Q2 | $7M | Buy |
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|
2025
Q1 | $6.01M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $5.99M | Sell |
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|
2024
Q2 | $5.94M | Sell |
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|
2024
Q1 | $5.67M | Buy |
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|
2023
Q4 | $5.17M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3.03M | Sell |
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|
2014
Q4 | $3.06M | Buy |
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|
2014
Q3 | $2.2M | Buy |
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|
2014
Q2 | $1.83M | Buy |
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|
2014
Q1 | $1.63M | Buy |
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|
2013
Q4 | $1.69M | Buy |
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