Sound View Wealth Advisors Group’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
Q4 | – | Sell |
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|
2025
Q3 | $218K | Hold |
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|
2025
Q2 | $282K | Sell |
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|
2025
Q1 | $243K | Hold |
|
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|
2024
Q4 | $226K | Hold |
|
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|
2024
Q3 | $240K | Hold |
|
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $219K | Hold |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $206K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $392K | Sell |
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|
2020
Q4 | $462K | Sell |
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|
2020
Q3 | $474K | Buy |
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|
2020
Q2 | $356K | Buy |
|