TritonPoint Wealth’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 | $696K | Buy |
3,461
+98
| +3% | +$19.7K | 0.06% | 185 |
|
|
2025
Q1 | $581K | Buy |
3,363
+19
| +0.6% | +$3.28K | 0.06% | 197 |
|
|
2024
Q4 | $536K | Sell |
3,344
-55
| -2% | -$8.82K | 0.05% | 203 |
|
|
2024
Q3 | $577K | Sell |
3,399
-118
| -3% | -$20K | 0.05% | 196 |
|
|
2024
Q2 | $593K | Sell |
3,517
-616
| -15% | -$104K | 0.06% | 185 |
|
|
2024
Q1 | $666K | Sell |
4,133
-472
| -10% | -$76.1K | 0.07% | 174 |
|
|
2023
Q4 | $673K | Buy |
+4,605
| New | +$673K | 0.07% | 181 |
|