SimplyRich’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	$1.42M	Hold	7,074	–	–	0.4%	65
2025 Q1	$1.22M	Hold	7,074	–	–	0.35%	72
2024 Q4	$1.13M	Hold	7,074	–	–	0.32%	75
2024 Q3	$1.21M	Hold	7,074	–	–	0.34%	72
2024 Q2	$1.19M	Hold	7,074	–	–	0.38%	65
2024 Q1	$1.1M	Hold	7,074	–	–	0.36%	72
2023 Q4	$1.03M	Hold	7,074	–	–	0.36%	72
2023 Q3	$865K	Hold	7,074	–	–	0.42%	70
2023 Q2	$954K	Sell	7,074 -99	-1%	-$13.4K	0.34%	81
2023 Q1	$968K	Hold	7,173	–	–	0.36%	72
2022 Q4	$848K	Hold	7,173	–	–	0.34%	77
2022 Q3	$763K	Hold	7,173	–	–	0.34%	80
2022 Q2	$775K	Hold	7,173	–	–	0.32%	82
2022 Q1	$809K	Hold	7,173	–	–	0.28%	89
2021 Q4	$890K	Hold	7,173	–	–	0.3%	88
2021 Q3	$822K	Hold	7,173	–	–	0.3%	89
2021 Q2	$739K	Hold	7,173	–	–	0.34%	85
2021 Q1	$652K	Hold	7,173	–	–	0.26%	94
2020 Q4	$609K	Sell	7,173 -98	-1%	-$8.32K	0.27%	81
2020 Q3	$602K	Hold	7,271	–	–	0.3%	79
2020 Q2	$505K	Buy	7,271 +2,952	+68%	+$205K	0.28%	84
2020 Q1	$298K	Buy	4,319 +812	+23%	+$56K	0.2%	100
2019 Q4	$260K	Buy	+3,507	New	+$260K	0.13%	138
2018 Q1	–	Sell	-12,261	Closed	-$611K	–	182
2017 Q4	$611K	Buy	+12,261	New	+$611K	0.34%	100