IEQ Capital’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 | $590K | Buy |
2,932
+1,379
| +89% | +$277K | ﹤0.01% | 1091 |
|
|
2025
Q1 | $268K | Sell |
1,553
-23
| -1% | -$3.98K | ﹤0.01% | 1234 |
|
|
2024
Q4 | $253K | Sell |
1,576
-66
| -4% | -$10.6K | ﹤0.01% | 1092 |
|
|
2024
Q3 | $280K | Buy |
1,642
+219
| +15% | +$37.4K | ﹤0.01% | 948 |
|
|
2024
Q2 | $240K | Sell |
1,423
-143
| -9% | -$24.1K | ﹤0.01% | 861 |
|
|
2024
Q1 | $244K | Buy |
1,566
+79
| +5% | +$12.3K | ﹤0.01% | 822 |
|
|
2023
Q4 | $217K | Buy |
+1,487
| New | +$217K | ﹤0.01% | 818 |
|