PrairieView Partners’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 | $275K | Sell |
1,369
-642
| -32% | -$129K | 0.03% | 112 |
|
|
2025
Q1 | $347K | Hold |
2,011
| – | – | 0.04% | 100 |
|
|
2024
Q4 | $322K | Sell |
2,011
-422
| -17% | -$67.6K | 0.03% | 105 |
|
|
2024
Q3 | $415K | Sell |
2,433
-233
| -9% | -$39.7K | 0.04% | 94 |
|
|
2024
Q2 | $449K | Sell |
2,666
-819
| -24% | -$138K | 0.05% | 96 |
|
|
2024
Q1 | $544K | Hold |
3,485
| – | – | 0.06% | 75 |
|
|
2023
Q4 | $510K | Buy |
3,485
+319
| +10% | +$46.7K | 0.06% | 76 |
|
|
2023
Q3 | $387K | Sell |
3,166
-1,119
| -26% | -$137K | 0.05% | 81 |
|
|
2023
Q2 | $578K | Sell |
4,285
-2
| -0% | -$270 | 0.08% | 74 |
|
|
2023
Q1 | $578K | Hold |
4,287
| – | – | 0.08% | 68 |
|
|
2022
Q4 | $507K | Sell |
4,287
-1,928
| -31% | -$228K | 0.07% | 71 |
|
|
2022
Q3 | $662K | Hold |
6,215
| – | – | 0.11% | 57 |
|
|
2022
Q2 | $672K | Buy |
+6,215
| New | +$672K | 0.1% | 64 |
|