Schwarz Dygos Wheeler Investment Advisors’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 | – | Sell |
-1,358
| Closed | -$235K | – | 164 |
|
|
2025
Q1 | $235K | Sell |
1,358
-17
| -1% | -$2.94K | 0.06% | 146 |
|
|
2024
Q4 | $221K | Buy |
1,375
+12
| +0.9% | +$1.93K | 0.05% | 151 |
|
|
2024
Q3 | $233K | Buy |
+1,363
| New | +$233K | 0.06% | 141 |
|
|
2024
Q1 | – | Sell |
-1,382
| Closed | -$202K | – | 153 |
|
|
2023
Q4 | $202K | Buy |
+1,382
| New | +$202K | 0.06% | 142 |
|