Spire Wealth Management’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 | $209K | Sell |
1,037
-1,037
| -50% | -$209K | 0.01% | 756 |
|
|
2025
Q1 | $358K | Buy |
2,074
+105
| +5% | +$18.1K | 0.01% | 669 |
|
|
2024
Q4 | $316K | Buy |
+1,969
| New | +$316K | 0.01% | 690 |
|
|
2023
Q2 | – | Sell |
-419
| Closed | -$56.6K | – | 2540 |
|
|
2023
Q1 | $56.6K | Sell |
419
-9
| -2% | -$1.22K | ﹤0.01% | 1148 |
|
|
2022
Q4 | $51K | Hold |
428
| – | – | ﹤0.01% | 989 |
|
|
2022
Q3 | $46K | Buy |
428
+10
| +2% | +$1.08K | ﹤0.01% | 980 |
|
|
2022
Q2 | $45K | Hold |
418
| – | – | ﹤0.01% | 1334 |
|
|
2022
Q1 | $47K | Buy |
418
+8
| +2% | +$900 | ﹤0.01% | 1475 |
|
|
2021
Q4 | $51K | Hold |
410
| – | – | ﹤0.01% | 1727 |
|
|
2021
Q3 | $47K | Hold |
410
| – | – | ﹤0.01% | 1504 |
|
|
2021
Q2 | $42K | Sell |
410
-61
| -13% | -$6.25K | ﹤0.01% | 1553 |
|
|
2021
Q1 | $43K | Buy |
+471
| New | +$43K | ﹤0.01% | 1806 |
|