DAS
Dynamic Advisor Solutions’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7M | Buy |
34,789
+15
| +0% | +$3.02K | 0.22% | 109 |
|
|
2025
Q1 | $6.01M | Buy |
+34,774
| New | +$6.01M | 0.2% | 124 |
|
|
2024
Q4 | – | Sell |
-35,098
| Closed | -$5.99M | – | 839 |
|
|
2024
Q3 | $5.99M | Sell |
35,098
-115
| -0.3% | -$19.6K | 0.18% | 137 |
|
|
2024
Q2 | $5.94M | Sell |
35,213
-1,142
| -3% | -$193K | 0.19% | 134 |
|
|
2024
Q1 | $5.67M | Buy |
36,355
+448
| +1% | +$69.8K | 0.19% | 142 |
|
|
2023
Q4 | $5.17M | Buy |
+35,907
| New | +$5.17M | 0.19% | 151 |
|
|
2015
Q2 | – | Sell |
-74,786
| Closed | -$3.03M | – | 187 |
|
|
2015
Q1 | $3.03M | Sell |
74,786
-1,194
| -2% | -$48.4K | 1.52% | 18 |
|
|
2014
Q4 | $3.07M | Buy |
75,980
+15,575
| +26% | +$628K | 1.64% | 12 |
|
|
2014
Q3 | $2.2M | Buy |
60,405
+10,128
| +20% | +$369K | 1.2% | 20 |
|
|
2014
Q2 | $1.83M | Buy |
50,277
+2,605
| +5% | +$94.7K | 1.1% | 21 |
|
|
2014
Q1 | $1.63M | Buy |
47,672
+2,928
| +7% | +$100K | 1.11% | 24 |
|
|
2013
Q4 | $1.69M | Buy |
+44,744
| New | +$1.69M | 1.25% | 14 |
|