Mercer Global 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 | $648K | Sell |
3,221
-749
| -19% | -$151K | ﹤0.01% | 1401 |
|
|
2025
Q1 | $686K | Buy |
3,970
+762
| +24% | +$132K | ﹤0.01% | 1305 |
|
|
2024
Q4 | $515K | Buy |
3,208
+725
| +29% | +$116K | ﹤0.01% | 1440 |
|
|
2024
Q3 | $422K | Sell |
2,483
-260
| -9% | -$44.2K | ﹤0.01% | 1430 |
|
|
2024
Q2 | $462K | Sell |
2,743
-448
| -14% | -$75.5K | ﹤0.01% | 1345 |
|
|
2024
Q1 | $497K | Buy |
3,191
+967
| +43% | +$151K | ﹤0.01% | 1284 |
|
|
2023
Q4 | $325K | Sell |
2,224
-23
| -1% | -$3.36K | ﹤0.01% | 1562 |
|
|
2023
Q3 | $275K | Buy |
2,247
+485
| +28% | +$59.4K | ﹤0.01% | 1586 |
|
|
2023
Q2 | $238K | Buy |
1,762
+44
| +3% | +$5.94K | ﹤0.01% | 1644 |
|
|
2023
Q1 | $232K | Buy |
+1,718
| New | +$232K | ﹤0.01% | 1650 |
|
|
2022
Q3 | – | Sell |
-2,379
| Closed | -$257K | – | 1914 |
|
|
2022
Q2 | $257K | Buy |
+2,379
| New | +$257K | ﹤0.01% | 1496 |
|
|
2019
Q3 | – | Sell |
-3,163
| Closed | -$211K | – | 1198 |
|
|
2019
Q2 | $211K | Buy |
+3,163
| New | +$211K | 0.01% | 1036 |
|