Wealthstar Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,075
| Closed | -$1.3M | – | 151 |
|
|
2024
Q4 | $1.3M | Buy |
+8,075
| New | +$1.3M | 0.56% | 37 |
|
|
2024
Q2 | – | Sell |
-7,337
| Closed | -$1.14M | – | 129 |
|
|
2024
Q1 | $1.14M | Buy |
7,337
+54
| +0.7% | +$8.42K | 0.4% | 39 |
|
|
2023
Q4 | $1.06M | Buy |
7,283
+2,598
| +55% | +$380K | 0.17% | 37 |
|
|
2023
Q3 | $573K | Buy |
+4,685
| New | +$573K | 0.22% | 45 |
|