Global Retirement Partners’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 | $20.1K | Buy |
+100
| New | +$20.1K | ﹤0.01% | 2288 |
|
|
2024
Q4 | $13K | Sell |
81
-16
| -16% | -$2.57K | ﹤0.01% | 2296 |
|
|
2024
Q3 | $16.5K | Sell |
97
-181
| -65% | -$30.9K | ﹤0.01% | 2079 |
|
|
2024
Q2 | $46.9K | Buy |
278
+217
| +356% | +$36.6K | ﹤0.01% | 1572 |
|
|
2024
Q1 | $9.49K | Sell |
61
-26
| -30% | -$4.04K | ﹤0.01% | 2151 |
|
|
2023
Q4 | $12.8K | Buy |
87
+33
| +61% | +$4.86K | ﹤0.01% | 1958 |
|
|
2023
Q3 | $6.6K | Hold |
54
| – | – | ﹤0.01% | 2100 |
|
|
2023
Q2 | $7.26K | Sell |
54
-1
| -2% | -$134 | ﹤0.01% | 2074 |
|
|
2023
Q1 | $7.14K | Hold |
55
| – | – | ﹤0.01% | 2043 |
|
|
2022
Q4 | $6.53K | Hold |
55
| – | – | ﹤0.01% | 1931 |
|
|
2022
Q3 | $6K | Sell |
55
-8
| -13% | -$873 | ﹤0.01% | 1892 |
|
|
2022
Q2 | $7K | Buy |
63
+15
| +31% | +$1.67K | ﹤0.01% | 1794 |
|
|
2022
Q1 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 1914 |
|
|
2017
Q4 | – | Sell |
-102
| Closed | -$5K | – | 1468 |
|
|
2017
Q3 | $5K | Hold |
102
| – | – | ﹤0.01% | 1016 |
|
|
2017
Q2 | $5K | Hold |
102
| – | – | ﹤0.01% | 951 |
|
|
2017
Q1 | $5K | Hold |
102
| – | – | ﹤0.01% | 924 |
|
|
2016
Q4 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 862 |
|