Marks Group Wealth Management’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 | $707K | Buy |
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|
2025
Q1 | $584K | Sell |
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|
2024
Q4 | $734K | Buy |
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|
2024
Q3 | $709K | Sell |
|
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|
2024
Q2 | $720K | Sell |
|
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|
2024
Q1 | $667K | Sell |
|
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|
2023
Q4 | $640K | Sell |
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|
2023
Q3 | $543K | Sell |
|
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $641K | Sell |
|
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $830K | Sell |
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|
2022
Q1 | $900K | Buy |
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|
2021
Q4 | $819K | Buy |
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|
2021
Q3 | $407K | Buy |
|