Tyler-Stone Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-111
| Closed | -$18.7K | – | 840 |
|
|
2024
Q2 | $18.7K | Hold |
111
| – | – | 0.01% | 526 |
|
|
2024
Q1 | $17.3K | Hold |
111
| – | – | 0.01% | 536 |
|
|
2023
Q4 | $16.2K | Hold |
111
| – | – | 0.01% | 538 |
|
|
2023
Q3 | $14K | Hold |
111
| – | – | 0.01% | 541 |
|
|
2023
Q2 | $15K | Buy |
+111
| New | +$15K | 0.01% | 533 |
|
|
2022
Q4 | $13K | Hold |
112
| – | – | 0.01% | 518 |
|
|
2022
Q3 | $12K | Hold |
112
| – | – | 0.01% | 512 |
|
|
2022
Q2 | $12K | Hold |
112
| – | – | 0.01% | 526 |
|
|
2022
Q1 | $13K | Hold |
112
| – | – | 0.01% | 529 |
|
|
2021
Q4 | $14K | Buy |
+112
| New | +$14K | 0.01% | 541 |
|