Tacita Capital’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 | $1.95M | Buy |
9,712
+180
| +2% | +$36.2K | 1.26% | 29 |
|
|
2025
Q1 | $1.65M | Hold |
9,532
| – | – | 1.19% | 29 |
|
|
2024
Q4 | $1.53M | Sell |
9,532
-384
| -4% | -$61.5K | 1.09% | 31 |
|
|
2024
Q3 | $1.69M | Sell |
9,916
-319
| -3% | -$54.5K | 1.1% | 30 |
|
|
2024
Q2 | $1.72M | Buy |
10,235
+66
| +0.6% | +$11.1K | 1.22% | 26 |
|
|
2024
Q1 | $1.58M | Buy |
10,169
+115
| +1% | +$17.9K | 1.1% | 31 |
|
|
2023
Q4 | $1.47M | Sell |
10,054
-389
| -4% | -$57.1K | 1.09% | 28 |
|
|
2023
Q3 | $1.28M | Buy |
10,443
+680
| +7% | +$83.4K | 1% | 31 |
|
|
2023
Q2 | $1.32M | Buy |
9,763
+2,587
| +36% | +$350K | 0.97% | 32 |
|
|
2023
Q1 | $968K | Hold |
7,176
| – | – | 0.73% | 35 |
|
|
2022
Q4 | $849K | Buy |
7,176
+3,739
| +109% | +$442K | 0.64% | 40 |
|
|
2022
Q3 | $369K | Hold |
3,437
| – | – | 0.29% | 57 |
|
|
2022
Q2 | $372K | Hold |
3,437
| – | – | 0.26% | 59 |
|
|
2022
Q1 | $388K | Hold |
3,437
| – | – | 0.22% | 61 |
|
|
2021
Q4 | $426K | Hold |
3,437
| – | – | 0.24% | 60 |
|
|
2021
Q3 | $392K | Hold |
3,437
| – | – | 0.24% | 61 |
|
|
2021
Q2 | $354K | Hold |
3,437
| – | – | 0.21% | 65 |
|
|
2021
Q1 | $312K | Hold |
3,437
| – | – | 0.2% | 69 |
|
|
2020
Q4 | $291K | Buy |
+3,437
| New | +$291K | 0.19% | 71 |
|