Pathstone Family Office’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $490K | Buy |
4,008
+1,414
| +55% | +$173K | ﹤0.01% | 1043 |
|
|
2023
Q2 | $358K | Sell |
2,594
-827
| -24% | -$114K | 0.01% | 900 |
|
|
2023
Q1 | $462K | Sell |
3,421
-6,866
| -67% | -$927K | 0.01% | 730 |
|
|
2022
Q4 | $1.28M | Buy |
10,287
+8,298
| +417% | +$1.04M | 0.01% | 678 |
|
|
2022
Q3 | $212K | Buy |
+1,989
| New | +$212K | ﹤0.01% | 1322 |
|
|
2017
Q2 | – | Sell |
-7
| Closed | – | – | 625 |
|
|
2017
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 621 |
|