Stratos Wealth Partners’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 | $2.5M | Buy |
+12,405
| New | +$2.5M | 0.03% | 438 |
|
|
2018
Q4 | – | Sell |
-235
| Closed | -$12K | – | 2363 |
|
|
2018
Q3 | $12K | Buy |
+235
| New | +$12K | ﹤0.01% | 2109 |
|
|
2018
Q2 | – | Sell |
-142
| Closed | -$6K | – | 2442 |
|
|
2018
Q1 | $6K | Hold |
142
| – | – | ﹤0.01% | 2562 |
|
|
2017
Q4 | $7K | Buy |
+142
| New | +$7K | ﹤0.01% | 2288 |
|