Wealthcare Advisory Partners’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	-1,207	Closed	-$247K	–	1054
2025 Q2	$247K	Sell	1,207 -14	-1%	-$2.67K	0.01%	861
2025 Q1	$214K	Buy	+1,221	New	+$211K	0.01%	848
2024 Q4	–	Sell	-1,192	Closed	-$207K	–	931
2024 Q3	$207K	Hold	1,192	–	–	0.01%	827
2024 Q2	$204K	Buy	+1,192	New	+$198K	0.01%	783
2021 Q2	–	Sell	-33	Closed	-$3K	–	1751
2021 Q1	$3K	Buy	+33	New	+$2.94K	﹤0.01%	1812
2020 Q1	–	Sell	-172	Closed	-$13K	–	1586
2019 Q4	$13K	Hold	172	–	–	﹤0.01%	878
2019 Q3	$12K	Hold	172	–	–	﹤0.01%	887
2019 Q2	$12K	Hold	172	–	–	﹤0.01%	868
2019 Q1	$11K	Hold	172	–	–	﹤0.01%	801
2018 Q4	$9K	Hold	172	–	–	﹤0.01%	820
2018 Q3	$9K	Hold	172	–	–	﹤0.01%	881
2018 Q2	$8K	Buy	+172	New	+$7.9K	﹤0.01%	906