Marshall & Sterling Wealth Advisors’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	$2.41K	Hold	12	–	–	﹤0.01%	533
2025 Q1	$2.07K	Buy	+12	New	+$2.07K	﹤0.01%	539