Principal Street 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 | $859K | Buy |
4,272
+2,136
| +100% | +$430K | 0.08% | 136 |
|
|
2025
Q1 | $369K | Hold |
2,136
| – | – | 0.07% | 147 |
|
|
2024
Q4 | $343K | Hold |
2,136
| – | – | 0.07% | 151 |
|
|
2024
Q3 | $360K | Hold |
2,136
| – | – | 0.06% | 166 |
|
|
2024
Q2 | $360K | Hold |
2,136
| – | – | 0.06% | 162 |
|
|
2024
Q1 | $358K | Hold |
2,136
| – | – | 0.07% | 162 |
|
|
2023
Q4 | $312K | Sell |
2,136
-2,136
| -50% | -$312K | 0.08% | 157 |
|
|
2023
Q3 | $523K | Buy |
4,272
+2,136
| +100% | +$261K | 0.1% | 146 |
|
|
2023
Q2 | $288K | Sell |
2,136
-2
| -0.1% | -$270 | 0.07% | 179 |
|
|
2023
Q1 | $289K | Hold |
2,138
| – | – | 0.07% | 180 |
|
|
2022
Q4 | $253K | Buy |
+2,138
| New | +$253K | 0.06% | 196 |
|