Fiduciary Family Office’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 | $208K | Buy |
+1,036
| New | +$208K | 0.07% | 182 |
|
|
2024
Q4 | – | Sell |
-1,199
| Closed | -$205K | – | 217 |
|
|
2024
Q3 | $205K | Sell |
1,199
-2,639
| -69% | -$450K | 0.07% | 200 |
|
|
2024
Q2 | $647K | Sell |
3,838
-1
| -0% | -$169 | 0.26% | 103 |
|
|
2024
Q1 | $598K | Buy |
3,839
+715
| +23% | +$111K | 0.23% | 119 |
|
|
2023
Q4 | $457K | Buy |
+3,124
| New | +$457K | 0.2% | 127 |
|