Spire 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 | $160K | Sell |
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|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $316K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $56.6K | Sell |
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|
2022
Q4 | $51K | Hold |
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|
2022
Q3 | $46K | Buy |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $47K | Buy |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $42K | Sell |
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|
2021
Q1 | $43K | Buy |
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