Mission 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
2024 Q4	–	Sell	-1,200	Closed	-$205K	–	668
2024 Q3	$205K	Buy	1,200 +2	+0.2%	+$341	0.01%	608
2024 Q2	$202K	Buy	+1,198	New	+$202K	0.01%	589