Northwest & Ethical Investments’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 | $8.06M | Sell |
40,291
-4,197
| -9% | -$840K | 0.2% | 137 |
|
|
2025
Q1 | $7.68M | Buy |
44,488
+19,925
| +81% | +$3.44M | 0.21% | 140 |
|
|
2024
Q4 | $3.94M | Buy |
24,563
+508
| +2% | +$81.4K | 0.11% | 202 |
|
|
2024
Q3 | $4.1M | Buy |
24,055
+849
| +4% | +$145K | 0.11% | 199 |
|
|
2024
Q2 | $3.91M | Buy |
23,206
+692
| +3% | +$117K | 0.11% | 202 |
|
|
2024
Q1 | $3.5M | Sell |
22,514
-21,549
| -49% | -$3.35M | 0.1% | 209 |
|
|
2023
Q4 | $6.44M | Sell |
44,063
-5
| -0% | -$731 | 0.2% | 146 |
|
|
2023
Q3 | $5.39M | Sell |
44,068
-6,751
| -13% | -$826K | 0.18% | 165 |
|
|
2023
Q2 | $6.86M | Buy |
+50,819
| New | +$6.86M | 0.22% | 140 |
|