WhitTier Trust Company’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 | $15.7K | Hold |
78
| – | – | ﹤0.01% | 1054 |
|
|
2025
Q1 | $13.5K | Buy |
+78
| New | +$13.5K | ﹤0.01% | 1062 |
|
|
2023
Q2 | – | Sell |
-105
| Closed | -$14.2K | – | 1189 |
|
|
2023
Q1 | $14.2K | Sell |
105
-48
| -31% | -$6.48K | ﹤0.01% | 910 |
|
|
2022
Q4 | $18.1K | Buy |
153
+34
| +29% | +$4.03K | ﹤0.01% | 854 |
|
|
2022
Q3 | $13K | Sell |
119
-42
| -26% | -$4.59K | ﹤0.01% | 886 |
|
|
2022
Q2 | $17K | Hold |
161
| – | – | ﹤0.01% | 840 |
|
|
2022
Q1 | $18K | Hold |
161
| – | – | ﹤0.01% | 831 |
|
|
2021
Q4 | $20K | Buy |
161
+107
| +198% | +$13.3K | ﹤0.01% | 810 |
|
|
2021
Q3 | $6K | Buy |
+54
| New | +$6K | ﹤0.01% | 994 |
|
|
2019
Q3 | – | Sell |
-90
| Closed | -$6K | – | 1012 |
|
|
2019
Q2 | $6K | Hold |
90
| – | – | ﹤0.01% | 897 |
|
|
2019
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 899 |
|
|
2018
Q4 | $4K | Buy |
90
+9
| +11% | +$400 | ﹤0.01% | 958 |
|
|
2018
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 894 |
|
|
2018
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 897 |
|
|
2018
Q1 | $4K | Hold |
81
| – | – | ﹤0.01% | 935 |
|
|
2017
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 909 |
|
|
2017
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 905 |
|
|
2017
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 855 |
|
|
2017
Q1 | $4K | Hold |
81
| – | – | ﹤0.01% | 875 |
|
|
2016
Q4 | $4K | Buy |
+81
| New | +$4K | ﹤0.01% | 894 |
|