Rise Advisors’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1
Closed -$113 689
2023
Q3
$113 Sell
1
-8
-89% -$904 ﹤0.01% 626
2023
Q2
$1.2K Hold
9
﹤0.01% 562
2023
Q1
$1.2K Hold
9
﹤0.01% 638
2022
Q4
$1.04K Hold
9
﹤0.01% 646
2022
Q3
$1K Hold
9
﹤0.01% 681
2022
Q2
$1K Buy
+9
New +$1K ﹤0.01% 681