True Wealth Design’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.5K | Buy |
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|
2025
Q2 | $1.41K | Buy |
|
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|
2025
Q1 | $864 | Hold |
|
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|
2024
Q4 | $802 | Buy |
|
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|
2024
Q3 | $683 | Hold |
|
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|
2024
Q2 | $675 | Buy |
|
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|
2024
Q1 | $468 | Hold |
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|
2023
Q4 | $439 | Buy |
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|
2023
Q3 | $123 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $261 | Buy |
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|
2022
Q4 | $114 | Buy |
|