Portside Wealth Group’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 | $493K | Buy |
2,451
+909
| +59% | +$183K | 0.07% | 249 |
|
|
2025
Q1 | $266K | Sell |
1,542
-188
| -11% | -$32.5K | 0.04% | 364 |
|
|
2024
Q4 | $277K | Buy |
1,730
+2
| +0.1% | +$321 | 0.05% | 338 |
|
|
2024
Q3 | $295K | Sell |
1,728
-19
| -1% | -$3.24K | 0.05% | 307 |
|
|
2024
Q2 | $294K | Sell |
1,747
-12
| -0.7% | -$2.02K | 0.06% | 282 |
|
|
2024
Q1 | $274K | Buy |
1,759
+32
| +2% | +$4.99K | 0.05% | 292 |
|
|
2023
Q4 | $253K | Sell |
1,727
-29
| -2% | -$4.24K | 0.05% | 298 |
|
|
2023
Q3 | $217K | Buy |
1,756
+127
| +8% | +$15.7K | 0.04% | 305 |
|
|
2023
Q2 | $220K | Buy |
+1,629
| New | +$220K | 0.04% | 305 |
|