Iron Horse Wealth 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 | $3.42K | Sell |
17
-6
| -26% | -$1.21K | ﹤0.01% | 418 |
|
|
2025
Q1 | $3.97K | Buy |
23
+6
| +35% | +$1.04K | ﹤0.01% | 393 |
|
|
2024
Q4 | $2.73K | Hold |
17
| – | – | ﹤0.01% | 359 |
|
|
2024
Q3 | $2.9K | Hold |
17
| – | – | ﹤0.01% | 347 |
|
|
2024
Q2 | $2.87K | Hold |
17
| – | – | ﹤0.01% | 328 |
|
|
2024
Q1 | $2.65K | Hold |
17
| – | – | ﹤0.01% | 315 |
|
|
2023
Q4 | $2.49K | Hold |
17
| – | – | ﹤0.01% | 339 |
|
|
2023
Q3 | $2.08K | Buy |
+17
| New | +$2.08K | ﹤0.01% | 357 |
|