FORA Capital’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,369
| Closed | -$1.75M | – | 579 |
|
|
2024
Q2 | $1.75M | Buy |
10,369
+6,454
| +165% | +$1.09M | 0.21% | 153 |
|
|
2024
Q1 | $610K | Buy |
+3,915
| New | +$610K | 0.05% | 298 |
|
|
2023
Q4 | – | Sell |
-5,719
| Closed | -$700K | – | 647 |
|
|
2023
Q3 | $700K | Buy |
+5,719
| New | +$700K | 0.06% | 292 |
|
|
2023
Q1 | – | Sell |
-5,948
| Closed | -$704K | – | 700 |
|
|
2022
Q4 | $704K | Buy |
+5,948
| New | +$704K | 0.11% | 215 |
|
|
2021
Q4 | – | Sell |
-3,064
| Closed | -$351K | – | 465 |
|
|
2021
Q3 | $351K | Buy |
+3,064
| New | +$351K | 0.09% | 252 |
|
|
2021
Q2 | – | Sell |
-4,072
| Closed | -$370K | – | 1153 |
|
|
2021
Q1 | $370K | Buy |
4,072
+2,060
| +102% | +$187K | 0.12% | 195 |
|
|
2020
Q4 | $171K | Buy |
2,012
+1,812
| +906% | +$154K | 0.03% | 547 |
|
|
2020
Q3 | $17K | Sell |
200
-47
| -19% | -$4K | 0.01% | 609 |
|
|
2020
Q2 | $17K | Sell |
247
-7,009
| -97% | -$482K | 0.01% | 836 |
|
|
2020
Q1 | $511K | Buy |
7,256
+5,130
| +241% | +$361K | 0.11% | 238 |
|
|
2019
Q4 | $158K | Buy |
+2,126
| New | +$158K | 0.02% | 670 |
|