EP
TRI icon

Essential Planning’s Thomson Reuters TRI Stock Holding History

Essential Planning’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,935
Closed -$4.3M – 274
2024
Q4 		$4.3M Buy
+25,935
New +$4.3M 0.03% 132