Personal CFO Solutions’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,456
| Closed | -$694K | – | 599 |
|
|
2024
Q1 | $694K | Buy |
4,456
+25
| +0.6% | +$3.9K | 0.11% | 195 |
|
|
2023
Q4 | $648K | Sell |
4,431
-19
| -0.4% | -$2.78K | 0.11% | 183 |
|
|
2023
Q3 | $544K | Buy |
4,450
+6
| +0.1% | +$734 | 0.11% | 182 |
|
|
2023
Q2 | $600K | Buy |
4,444
+198
| +5% | +$26.7K | 0.12% | 168 |
|
|
2023
Q1 | $573K | Buy |
+4,246
| New | +$573K | 0.12% | 167 |
|