EverSource Wealth Advisors’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
Q2 | $236K | Buy |
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|
2025
Q1 | $106K | Buy |
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|
2024
Q4 | $57.9K | Buy |
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|
2024
Q3 | $38.4K | Buy |
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|
2024
Q2 | $29.5K | Sell |
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|
2024
Q1 | $27.8K | Buy |
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|
2023
Q4 | $15.2K | Buy |
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|
2023
Q3 | $2.94K | Hold |
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|
2023
Q2 | $3.24K | Hold |
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|
2023
Q1 | $3.25K | Buy |
|
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|
2022
Q4 | $2.17K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $12K | Sell |
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|
2021
Q4 | $17K | Buy |
|