International Assets Investment 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 | $202K | Buy |
+1,002
| New | +$202K | 0.02% | 768 |
|
|
2024
Q4 | – | Sell |
-171,453
| Closed | -$1.01K | – | 1844 |
|
|
2024
Q3 | $1.01K | Buy |
+171,453
| New | +$1.01K | ﹤0.01% | 1111 |
|
|
2023
Q2 | – | Sell |
-536
| Closed | -$72.3K | – | 1017 |
|
|
2023
Q1 | $72.3K | Buy |
+536
| New | +$72.3K | 0.01% | 634 |
|
|
2021
Q2 | – | Sell |
-1,390
| Closed | -$121K | – | 1779 |
|
|
2021
Q1 | $121K | Buy |
1,390
+406
| +41% | +$35.3K | 0.01% | 651 |
|
|
2020
Q4 | $84K | Buy |
+984
| New | +$84K | 0.02% | 653 |
|