GWWM
Great Waters Wealth Management’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+1,073
| New | +$216K | 0.03% | 102 |
|
|
2023
Q4 | – | Sell |
-1,840
| Closed | -$230K | – | 98 |
|
|
2023
Q3 | $230K | Buy |
1,840
+5
| +0.3% | +$625 | 0.05% | 78 |
|
|
2023
Q2 | $248K | Sell |
1,835
-35
| -2% | -$4.72K | 0.05% | 75 |
|
|
2023
Q1 | $248K | Buy |
1,870
+1
| +0.1% | +$133 | 0.05% | 75 |
|
|
2022
Q4 | $220K | Buy |
+1,869
| New | +$220K | 0.05% | 82 |
|