Wealth Alliance’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 | $298K | Sell |
1,481
-4
| -0.3% | -$805 | 0.03% | 411 |
|
|
2025
Q1 | $257K | Sell |
1,485
-410
| -22% | -$70.9K | 0.03% | 434 |
|
|
2024
Q4 | $304K | Sell |
1,895
-23
| -1% | -$3.69K | 0.04% | 382 |
|
|
2024
Q3 | $327K | Buy |
1,918
+19
| +1% | +$3.24K | 0.04% | 377 |
|
|
2024
Q2 | $320K | Sell |
1,899
-21
| -1% | -$3.54K | 0.04% | 366 |
|
|
2024
Q1 | $299K | Sell |
1,920
-36
| -2% | -$5.61K | 0.04% | 405 |
|
|
2023
Q4 | $286K | Sell |
1,956
-21
| -1% | -$3.07K | 0.04% | 394 |
|
|
2023
Q3 | $242K | Buy |
1,977
+111
| +6% | +$13.6K | 0.04% | 412 |
|
|
2023
Q2 | $252K | Sell |
1,866
-73
| -4% | -$9.85K | 0.04% | 429 |
|
|
2023
Q1 | $262K | Sell |
1,939
-463
| -19% | -$62.5K | 0.04% | 403 |
|
|
2022
Q4 | $284K | Buy |
2,402
+16
| +0.7% | +$1.89K | 0.05% | 363 |
|
|
2022
Q3 | $254K | Sell |
2,386
-684
| -22% | -$72.8K | 0.05% | 370 |
|
|
2022
Q2 | $332K | Buy |
3,070
+90
| +3% | +$9.73K | 0.06% | 294 |
|
|
2022
Q1 | $336K | Sell |
2,980
-138
| -4% | -$15.6K | 0.07% | 305 |
|
|
2021
Q4 | $387K | Sell |
3,118
-17
| -0.5% | -$2.11K | 0.08% | 283 |
|
|
2021
Q3 | $359K | Buy |
3,135
+141
| +5% | +$16.1K | 0.08% | 281 |
|
|
2021
Q2 | $309K | Sell |
2,994
-154
| -5% | -$15.9K | 0.07% | 316 |
|
|
2021
Q1 | $286K | Buy |
3,148
+165
| +6% | +$15K | 0.08% | 305 |
|
|
2020
Q4 | $253K | Sell |
2,983
-12
| -0.4% | -$1.02K | 0.07% | 316 |
|
|
2020
Q3 | $248K | Sell |
2,995
-2
| -0.1% | -$166 | 0.09% | 277 |
|
|
2020
Q2 | $211K | Buy |
+2,997
| New | +$211K | 0.08% | 283 |
|