Portside Wealth Group’s Thomson Reuters TRI Stock Holding History

Portside Wealth Group’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$493K	Buy
2025 Q1	$266K	Sell
2024 Q4	$277K	Buy
2024 Q3	$295K	Sell
2024 Q2	$294K	Sell
2024 Q1	$274K	Buy
2023 Q4	$253K	Sell
2023 Q3	$217K	Buy
2023 Q2	$220K	Buy