IMS Capital Management’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 | $632K | Hold |
3,143
| – | – | 0.3% | 74 |
|
|
2025
Q1 | $543K | Hold |
3,143
| – | – | 0.27% | 76 |
|
|
2024
Q4 | $504K | Sell |
3,143
-100
| -3% | -$16K | 0.23% | 87 |
|
|
2024
Q3 | $553K | Hold |
3,243
| – | – | 0.25% | 85 |
|
|
2024
Q2 | $531K | Buy |
3,243
+870
| +37% | +$142K | 0.25% | 85 |
|
|
2024
Q1 | $370K | Buy |
+2,373
| New | +$370K | 0.17% | 98 |
|