TrinityPoint Wealth’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $221K | Hold |
1,379
| – | – | 0.03% | 307 |
|
|
2024
Q3 | $235K | Hold |
1,379
| – | – | 0.03% | 298 |
|
|
2024
Q2 | $232K | Hold |
1,379
| – | – | 0.04% | 287 |
|
|
2024
Q1 | $215K | Hold |
1,379
| – | – | 0.04% | 289 |
|
|
2023
Q4 | $202K | Buy |
+1,379
| New | +$202K | 0.04% | 290 |
|
|
2023
Q3 | – | Sell |
-1,508
| Closed | -$203K | – | 300 |
|
|
2023
Q2 | $203K | Hold |
1,508
| – | – | 0.04% | 268 |
|
|
2023
Q1 | $204K | Buy |
+1,508
| New | +$204K | 0.04% | 261 |
|
|
2022
Q2 | – | Sell |
-2,382
| Closed | -$269K | – | 317 |
|
|
2022
Q1 | $269K | Buy |
2,382
+14
| +0.6% | +$1.58K | 0.05% | 261 |
|
|
2021
Q4 | $294K | Buy |
2,368
+155
| +7% | +$19.2K | 0.05% | 255 |
|
|
2021
Q3 | $254K | Buy |
+2,213
| New | +$254K | 0.05% | 266 |
|