West Branch Capital’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-300
Closed -$37K 464
2021
Q4
$37K Hold
300
0.02% 222
2021
Q3
$34K Hold
300
0.02% 215
2021
Q2
$31K Buy
+300
New +$31K 0.02% 230