Wellington Shields Capital Management’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 |
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|
2025
Q2 | $201K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $423K | Hold |
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|
2023
Q3 | $354K | Hold |
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|
2023
Q2 | $390K | Sell |
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|
2023
Q1 | $650K | Hold |
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|
2022
Q4 | $570K | Hold |
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|
2022
Q3 | $512K | Hold |
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|
2022
Q2 | $520K | Hold |
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|
2022
Q1 | $543K | Hold |
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|
2021
Q4 | $597K | Hold |
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|
2021
Q3 | $552K | Hold |
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|
2021
Q2 | $496K | Hold |
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|
2021
Q1 | $437K | Hold |
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|
2020
Q4 | $409K | Hold |
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|
2020
Q3 | $398K | Hold |
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|
2020
Q2 | $339K | Hold |
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|
2020
Q1 | $339K | Hold |
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|
2019
Q4 | $357K | Hold |
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|
2019
Q3 | $334K | Hold |
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|
2019
Q2 | $322K | Hold |
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|
2019
Q1 | $296K | Hold |
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|
2018
Q4 | $241K | Sell |
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|
2018
Q3 | $251K | Hold |
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|
2018
Q2 | $222K | Hold |
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|
2018
Q1 | $213K | Hold |
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|
2017
Q4 | $240K | Hold |
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|
2017
Q3 | $252K | Hold |
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|
2017
Q2 | $255K | Hold |
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|
2017
Q1 | $238K | Hold |
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|
2016
Q4 | $241K | Hold |
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|
2016
Q3 | $228K | Hold |
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|
2016
Q2 | $222K | Hold |
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|
2016
Q1 | $223K | Hold |
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|
2015
Q4 | $208K | Hold |
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|
2015
Q3 | $221K | Hold |
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|
2015
Q2 | $209K | Hold |
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|
2015
Q1 | $223K | Hold |
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|
2014
Q4 | $222K | Hold |
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|
2014
Q3 | $200K | Buy |
|