Integrated Wealth Concepts’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
|
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|
2025
Q1 | $994K | Sell |
|
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|
2024
Q4 | $936K | Buy |
|
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|
2024
Q3 | $991K | Sell |
|
|||||
|
2024
Q2 | $1.25M | Sell |
|
|||||
|
2024
Q1 | $1.17M | Sell |
|
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|
2023
Q4 | $1.15M | Sell |
|
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|
2023
Q3 | $986K | Sell |
|
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|
2023
Q2 | $1.09M | Buy |
|
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|
2023
Q1 | $909K | Buy |
|
|||||
|
2022
Q4 | $278K | Sell |
|
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|
2022
Q3 | $251K | Buy |
|
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|
2022
Q2 | $255K | Buy |
|
|||||
|
2022
Q1 | $263K | Buy |
|
|||||
|
2021
Q4 | $289K | Sell |
|
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|
2021
Q3 | $272K | Buy |
|