Wealth Enhancement Advisory Services’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Sell |
19,770
-4,329
| -18% | -$870K | 0.01% | 1002 |
|
|
2025
Q1 | $4.16M | Buy |
24,099
+15,301
| +174% | +$2.64M | 0.01% | 896 |
|
|
2024
Q4 | $1.41M | Buy |
8,798
+1,436
| +20% | +$230K | ﹤0.01% | 1354 |
|
|
2024
Q3 | $1.26M | Sell |
7,362
-68
| -0.9% | -$11.6K | ﹤0.01% | 1272 |
|
|
2024
Q2 | $1.25M | Buy |
7,430
+74
| +1% | +$12.5K | ﹤0.01% | 1177 |
|
|
2024
Q1 | $1.15M | Buy |
7,356
+1,027
| +16% | +$160K | ﹤0.01% | 1177 |
|
|
2023
Q4 | $926K | Buy |
6,329
+99
| +2% | +$14.5K | ﹤0.01% | 1204 |
|
|
2023
Q3 | $762K | Buy |
6,230
+482
| +8% | +$59K | ﹤0.01% | 1213 |
|
|
2023
Q2 | $776K | Sell |
5,748
-66
| -1% | -$8.91K | 0.01% | 298 |
|
|
2023
Q1 | $757K | Buy |
+5,814
| New | +$757K | 0.01% | 342 |
|
|
2015
Q4 | – | Sell |
-23,938
| Closed | -$988K | – | 132 |
|
|
2015
Q3 | $988K | Buy |
+23,938
| New | +$988K | 0.3% | 57 |
|