Wealth Enhancement Advisory Services’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
Q2 | $3.98M | Sell |
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|
2025
Q1 | $4.16M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $926K | Buy |
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|
2023
Q3 | $762K | Buy |
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|
2023
Q2 | $776K | Buy |
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|
2023
Q1 | $757K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $988K | Buy |
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