Wealth Alliance’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 | – | Sell |
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|
2025
Q2 | $298K | Sell |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $304K | Sell |
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|
2024
Q3 | $327K | Buy |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $286K | Sell |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $336K | Sell |
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|
2021
Q4 | $387K | Sell |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $309K | Sell |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $253K | Sell |
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|
2020
Q3 | $248K | Sell |
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|
2020
Q2 | $211K | Buy |
|