180 Wealth Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Sell |
15,479
-387
| -2% | -$18.9K | 0.11% | 182 |
|
|
2025
Q1 | $749K | Buy |
15,866
+3
| +0% | +$142 | 0.12% | 166 |
|
|
2024
Q4 | $738K | Hold |
15,863
| – | – | 0.12% | 163 |
|
|
2024
Q3 | $754K | Sell |
15,863
-2,074
| -12% | -$98.6K | 0.12% | 169 |
|
|
2024
Q2 | $697K | Buy |
17,937
+1,483
| +9% | +$57.6K | 0.11% | 165 |
|
|
2024
Q1 | $661K | Sell |
16,454
-698
| -4% | -$28.1K | 0.12% | 169 |
|
|
2023
Q4 | $674K | Buy |
17,152
+1,635
| +11% | +$64.2K | 0.13% | 159 |
|
|
2023
Q3 | $534K | Buy |
15,517
+10,032
| +183% | +$345K | 0.12% | 179 |
|
|
2023
Q2 | $223K | Buy |
+5,485
| New | +$223K | 0.05% | 306 |
|
|
2018
Q3 | – | Sell |
-9,928
| Closed | -$429K | – | 267 |
|
|
2018
Q2 | $429K | Buy |
9,928
+2,564
| +35% | +$111K | 0.21% | 133 |
|
|
2018
Q1 | $306K | Sell |
7,364
-70
| -0.9% | -$2.91K | 0.16% | 162 |
|
|
2017
Q4 | $362K | Buy |
+7,434
| New | +$362K | 0.18% | 146 |
|