NewSquare Capital’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
$840K Sell
4,178
-172
-4% -$34.6K 0.06% 133
2025
Q1
$752K Buy
4,350
+15
+0.3% +$2.59K 0.06% 133
2024
Q4
$695K Buy
4,335
+62
+1% +$9.94K 0.06% 138
2024
Q3
$729K Buy
4,273
+383
+10% +$65.3K 0.06% 136
2024
Q2
$656K Buy
+3,890
New +$656K 0.06% 136