Pathstone Family Office’s Thomson Reuters TRI Stock Holding History

Pathstone Family Office’s Portfolio TRI Stock Details TRI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$490K	Buy
2023 Q2	$358K	Sell
2023 Q1	$462K	Sell
2022 Q4	$1.28M	Buy
2022 Q3	$212K	Buy
2017 Q2	–	Sell
2017 Q1	$0	Buy