West Family Investments’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 | $857K | Buy |
4,260
+119
| +3% | +$23.9K | 0.22% | 92 |
|
|
2025
Q1 | $715K | Sell |
4,141
-15
| -0.4% | -$2.59K | 0.27% | 77 |
|
|
2024
Q4 | $667K | Sell |
4,156
-60
| -1% | -$9.62K | 0.23% | 85 |
|
|
2024
Q3 | $719K | Buy |
4,216
+126
| +3% | +$21.5K | 0.24% | 81 |
|
|
2024
Q2 | $689K | Hold |
4,090
| – | – | 0.21% | 84 |
|
|
2024
Q1 | $637K | Hold |
4,090
| – | – | 0.2% | 92 |
|
|
2023
Q4 | $598K | Buy |
4,090
+42
| +1% | +$6.14K | 0.2% | 86 |
|
|
2023
Q3 | $495K | Buy |
4,048
+61
| +2% | +$7.46K | 0.17% | 96 |
|
|
2023
Q2 | $538K | Sell |
3,987
-243
| -6% | -$32.8K | 0.21% | 95 |
|
|
2023
Q1 | $571K | Sell |
4,230
-85
| -2% | -$11.5K | 0.23% | 82 |
|
|
2022
Q4 | $511K | Sell |
4,315
-222
| -5% | -$26.3K | 0.17% | 104 |
|
|
2022
Q3 | $483K | Buy |
4,537
+115
| +3% | +$12.2K | 0.2% | 101 |
|
|
2022
Q2 | $478K | Sell |
4,422
-253
| -5% | -$27.3K | 0.19% | 95 |
|
|
2022
Q1 | $528K | Hold |
4,675
| – | – | 0.15% | 108 |
|
|
2021
Q4 | $580K | Sell |
4,675
-393
| -8% | -$48.8K | 0.16% | 103 |
|
|
2021
Q3 | $581K | Buy |
5,068
+463
| +10% | +$53.1K | 0.15% | 122 |
|
|
2021
Q2 | $474K | Buy |
+4,605
| New | +$474K | 0.13% | 136 |
|