Icon Wealth Partners’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $214K | Sell |
1,752
-65
| -4% | -$7.95K | 0.02% | 275 |
|
|
2023
Q2 | $245K | Sell |
1,817
-263
| -13% | -$35.5K | 0.03% | 286 |
|
|
2023
Q1 | $281K | Buy |
+2,080
| New | +$281K | 0.03% | 264 |
|
|
2022
Q2 | $402K | Sell |
3,719
-568
| -13% | -$61.4K | 0.05% | 205 |
|
|
2022
Q1 | $484K | Buy |
4,287
+17
| +0.4% | +$1.92K | 0.05% | 214 |
|
|
2021
Q4 | $530K | Buy |
4,270
+74
| +2% | +$9.19K | 0.05% | 207 |
|
|
2021
Q3 | $481K | Buy |
4,196
+409
| +11% | +$46.9K | 0.05% | 225 |
|
|
2021
Q2 | $390K | Buy |
3,787
+729
| +24% | +$75.1K | 0.04% | 258 |
|
|
2021
Q1 | $278K | Buy |
3,058
+281
| +10% | +$25.5K | 0.03% | 280 |
|
|
2020
Q4 | $236K | Buy |
+2,777
| New | +$236K | 0.04% | 251 |
|