PDS Planning’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 | $502K | Buy |
2,495
+39
| +2% | +$7.84K | 0.04% | 237 |
|
|
2025
Q1 | $424K | Buy |
2,456
+114
| +5% | +$19.7K | 0.04% | 239 |
|
|
2024
Q4 | $376K | Buy |
2,342
+105
| +5% | +$16.8K | 0.03% | 234 |
|
|
2024
Q3 | $382K | Buy |
2,237
+121
| +6% | +$20.6K | 0.03% | 243 |
|
|
2024
Q2 | $357K | Buy |
2,116
+14
| +0.7% | +$2.36K | 0.04% | 227 |
|
|
2024
Q1 | $328K | Sell |
2,102
-31
| -1% | -$4.83K | 0.03% | 235 |
|
|
2023
Q4 | $312K | Hold |
2,133
| – | – | 0.04% | 228 |
|
|
2023
Q3 | $261K | Sell |
2,133
-33
| -2% | -$4.04K | 0.03% | 236 |
|
|
2023
Q2 | $292K | Buy |
2,166
+377
| +21% | +$50.9K | 0.04% | 222 |
|
|
2023
Q1 | $242K | Buy |
+1,789
| New | +$242K | 0.03% | 235 |
|