Principal Securities’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 | $69.8K | Sell |
347
-44
| -11% | -$8.85K | ﹤0.01% | 1716 |
|
|
2025
Q1 | $62.7K | Hold |
391
| – | – | ﹤0.01% | 1661 |
|
|
2024
Q4 | $62.7K | Buy |
391
+31
| +9% | +$4.97K | ﹤0.01% | 1660 |
|
|
2024
Q3 | $61.4K | Sell |
360
-4
| -1% | -$682 | ﹤0.01% | 1602 |
|
|
2024
Q2 | $61.4K | Buy |
364
+23
| +7% | +$3.88K | ﹤0.01% | 1525 |
|
|
2024
Q1 | $53.1K | Buy |
341
+10
| +3% | +$1.56K | ﹤0.01% | 1538 |
|
|
2023
Q4 | $48.4K | Buy |
+331
| New | +$48.4K | ﹤0.01% | 1504 |
|