Accel Wealth Management’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-461
| Closed | -$18K | – | 804 |
|
|
2023
Q1 | $18K | Sell |
461
-236
| -34% | -$9.19K | 0.01% | 746 |
|
|
2022
Q4 | $27.8K | Buy |
697
+7
| +1% | +$279 | 0.01% | 478 |
|
|
2022
Q3 | $30K | Buy |
690
+7
| +1% | +$304 | 0.02% | 468 |
|
|
2022
Q2 | $35K | Buy |
683
+6
| +0.9% | +$307 | 0.02% | 422 |
|
|
2022
Q1 | $39K | Buy |
677
+6
| +0.9% | +$346 | 0.02% | 418 |
|
|
2021
Q4 | $31K | Sell |
671
-144
| -18% | -$6.65K | 0.02% | 476 |
|
|
2021
Q3 | $39K | Buy |
815
+7
| +0.9% | +$335 | 0.03% | 371 |
|
|
2021
Q2 | $40K | Buy |
808
+6
| +0.7% | +$297 | 0.03% | 388 |
|
|
2021
Q1 | $37K | Sell |
802
-210
| -21% | -$9.69K | 0.03% | 376 |
|
|
2020
Q4 | $41K | Buy |
+1,012
| New | +$41K | 0.04% | 333 |
|