Icon Wealth Advisors’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 | $209K | Sell |
1,040
-21
| -2% | -$4.22K | 0.01% | 363 |
|
|
2025
Q1 | $183K | Sell |
1,061
-413
| -28% | -$71.4K | 0.02% | 371 |
|
|
2024
Q4 | $236K | Sell |
1,474
-13
| -0.9% | -$2.09K | 0.02% | 344 |
|
|
2024
Q3 | $254K | Buy |
1,487
+260
| +21% | +$44.4K | 0.02% | 318 |
|
|
2024
Q2 | $199K | Sell |
1,227
-352
| -22% | -$57K | 0.02% | 333 |
|
|
2024
Q1 | $246K | Sell |
1,579
-121
| -7% | -$18.9K | 0.02% | 312 |
|
|
2023
Q4 | $249K | Buy |
+1,700
| New | +$249K | 0.03% | 293 |
|
|
2022
Q4 | $282K | Sell |
2,385
-350
| -13% | -$41.4K | 0.03% | 260 |
|
|
2022
Q3 | $291K | Buy |
+2,735
| New | +$291K | 0.04% | 246 |
|