First Affirmative Financial Network’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
Q1 | $426K | Buy |
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|
2024
Q4 | $353K | Buy |
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $265K | Sell |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $468K | Buy |
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|
2021
Q4 | $507K | Buy |
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|
2021
Q3 | $444K | Buy |
|