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Significant Wealth Partners’s Thomson Reuters TRI Stock Holding History

Significant Wealth Partners’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,477
Closed -$386K – 152
2024
Q1 		$386K Sell
2,477
-769
-24% -$120K 0.25% 94
2023
Q4 		$475K Buy
+3,246
New +$475K 0.35% 83