Ethic Inc’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+1,096
| New | +$217K | ﹤0.01% | 1089 |
|
|
2024
Q3 | – | Sell |
-6,538
| Closed | -$1.1M | – | 1175 |
|
|
2024
Q2 | $1.1M | Buy |
+6,538
| New | +$1.1M | 0.03% | 537 |
|
|
2021
Q3 | – | Sell |
-8,177
| Closed | -$843K | – | 652 |
|
|
2021
Q2 | $843K | Buy |
8,177
+1,701
| +26% | +$175K | 0.1% | 245 |
|
|
2021
Q1 | $588K | Buy |
6,476
+2,607
| +67% | +$237K | 0.1% | 245 |
|
|
2020
Q4 | $329K | Buy |
+3,869
| New | +$329K | 0.09% | 290 |
|