Great Waters Wealth Management’s Thomson Reuters TRI Stock Holding History

Great Waters Wealth Management’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$216K	Buy
2023 Q4	–	Sell
2023 Q3	$230K	Buy
2023 Q2	$248K	Buy
2023 Q1	$248K	Buy
2022 Q4	$220K	Buy