True Wealth Design’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 | $1.41K | Buy |
7
+2
| +40% | +$402 | ﹤0.01% | 1324 |
|
|
2025
Q1 | $864 | Hold |
5
| – | – | ﹤0.01% | 1322 |
|
|
2024
Q4 | $802 | Buy |
5
+1
| +25% | +$160 | ﹤0.01% | 993 |
|
|
2024
Q3 | $683 | Hold |
4
| – | – | ﹤0.01% | 1042 |
|
|
2024
Q2 | $675 | Buy |
4
+1
| +33% | +$169 | ﹤0.01% | 603 |
|
|
2024
Q1 | $468 | Hold |
3
| – | – | ﹤0.01% | 639 |
|
|
2023
Q4 | $439 | Buy |
3
+2
| +200% | +$293 | ﹤0.01% | 498 |
|
|
2023
Q3 | $123 | Buy |
+1
| New | +$123 | ﹤0.01% | 707 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$261 | – | 782 |
|
|
2023
Q1 | $261 | Buy |
2
+1
| +100% | +$131 | ﹤0.01% | 677 |
|
|
2022
Q4 | $114 | Buy |
+1
| New | +$114 | ﹤0.01% | 726 |
|