Grunden Financial Advisory’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 | $318K | Hold |
1,582
| – | – | 0.14% | 23 |
|
|
2025
Q1 | $273K | Hold |
1,582
| – | – | 0.13% | 21 |
|
|
2024
Q4 | $254K | Hold |
1,582
| – | – | 0.12% | 22 |
|
|
2024
Q3 | $270K | Hold |
1,582
| – | – | 0.13% | 21 |
|
|
2024
Q2 | $267K | Hold |
1,582
| – | – | 0.14% | 21 |
|
|
2024
Q1 | $247K | Hold |
1,582
| – | – | 0.13% | 22 |
|
|
2023
Q4 | $231K | Buy |
+1,582
| New | +$231K | 0.13% | 23 |
|