GP
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Guardian Partners’s Thomson Reuters TRI Stock Holding History

Guardian Partners’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.1M Sell
20,443
-578
-3% -$116K 0.37% 68
2025
Q1 		$3.7M Buy
21,021
+109
+0.5% +$19.2K 0.38% 73
2024
Q4 		$3.34M Buy
+20,912
New +$3.34M 0.34% 71