Quotient Wealth 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 | $226K | Buy |
+1,125
| New | +$226K | 0.01% | 324 |
|
|
2025
Q1 | – | Sell |
-1,366
| Closed | -$219K | – | 350 |
|
|
2024
Q4 | $219K | Sell |
1,366
-79
| -5% | -$12.7K | 0.01% | 307 |
|
|
2024
Q3 | $247K | Sell |
1,445
-735
| -34% | -$125K | 0.01% | 283 |
|
|
2024
Q2 | $367K | Sell |
2,180
-2,656
| -55% | -$448K | 0.01% | 212 |
|
|
2024
Q1 | $754K | Sell |
4,836
-1,707
| -26% | -$266K | 0.03% | 134 |
|
|
2023
Q4 | $957K | Buy |
+6,543
| New | +$957K | 0.04% | 122 |
|