SeaCrest Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $379K | Sell |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $249K | Hold |
|
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|
2024
Q3 | $265K | Sell |
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|
2024
Q2 | $299K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $55K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $14K | Sell |
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|
2018
Q4 | $15K | Buy |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $8K | Buy |
|