MOTCO’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 | $201K | Hold |
998
| – | – | 0.02% | 197 |
|
|
2025
Q1 | $172K | Hold |
998
| – | – | 0.02% | 196 |
|
|
2024
Q4 | $160K | Hold |
998
| – | – | 0.02% | 200 |
|
|
2024
Q3 | $170K | Hold |
998
| – | – | 0.02% | 215 |
|
|
2024
Q2 | $168K | Buy |
+998
| New | +$168K | 0.01% | 292 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$2.45K | – | 803 |
|
|
2023
Q3 | $2.45K | Buy |
+20
| New | +$2.45K | ﹤0.01% | 619 |
|