Wealthcare Advisory Partners’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 | $247K | Sell |
1,226
-14
| -1% | -$2.82K | 0.01% | 861 |
|
|
2025
Q1 | $214K | Buy |
+1,240
| New | +$214K | 0.01% | 848 |
|
|
2024
Q4 | – | Sell |
-1,211
| Closed | -$207K | – | 931 |
|
|
2024
Q3 | $207K | Hold |
1,211
| – | – | 0.01% | 827 |
|
|
2024
Q2 | $204K | Buy |
+1,211
| New | +$204K | 0.01% | 783 |
|
|
2021
Q2 | – | Sell |
-34
| Closed | -$3K | – | 1751 |
|
|
2021
Q1 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 1812 |
|
|
2020
Q1 | – | Sell |
-174
| Closed | -$13K | – | 1586 |
|
|
2019
Q4 | $13K | Hold |
174
| – | – | ﹤0.01% | 878 |
|
|
2019
Q3 | $12K | Hold |
174
| – | – | ﹤0.01% | 887 |
|
|
2019
Q2 | $12K | Hold |
174
| – | – | ﹤0.01% | 868 |
|
|
2019
Q1 | $11K | Hold |
174
| – | – | ﹤0.01% | 801 |
|
|
2018
Q4 | $9K | Sell |
174
-1
| -0.6% | -$52 | ﹤0.01% | 820 |
|
|
2018
Q3 | $9K | Hold |
175
| – | – | ﹤0.01% | 881 |
|
|
2018
Q2 | $8K | Buy |
+175
| New | +$8K | ﹤0.01% | 906 |
|