AE Wealth Management’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 | $346K | Buy |
7,100
+196
| +3% | +$9.56K | ﹤0.01% | 1052 |
|
|
2025
Q1 | $326K | Sell |
6,904
-1,159
| -14% | -$54.7K | ﹤0.01% | 1050 |
|
|
2024
Q4 | $375K | Buy |
8,063
+78
| +1% | +$3.63K | ﹤0.01% | 1005 |
|
|
2024
Q3 | $380K | Sell |
7,985
-565
| -7% | -$26.9K | ﹤0.01% | 960 |
|
|
2024
Q2 | $324K | Buy |
8,550
+738
| +9% | +$28K | ﹤0.01% | 1004 |
|
|
2024
Q1 | $314K | Sell |
7,812
-60,659
| -89% | -$2.44M | ﹤0.01% | 949 |
|
|
2023
Q4 | $2.7M | Buy |
68,471
+33,631
| +97% | +$1.32M | 0.01% | 803 |
|
|
2023
Q3 | $1.2M | Sell |
34,840
-546
| -2% | -$18.8K | 0.01% | 1024 |
|
|
2023
Q2 | $1.43M | Sell |
35,386
-11,494
| -25% | -$464K | 0.01% | 951 |
|
|
2023
Q1 | $1.82M | Buy |
46,880
+7,971
| +20% | +$310K | 0.01% | 835 |
|
|
2022
Q4 | $1.55M | Buy |
38,909
+7,266
| +23% | +$290K | 0.01% | 833 |
|
|
2022
Q3 | $1.28M | Buy |
31,643
+2,545
| +9% | +$103K | 0.01% | 849 |
|
|
2022
Q2 | $1.51M | Buy |
29,098
+1,874
| +7% | +$97.1K | 0.01% | 758 |
|
|
2022
Q1 | $1.54M | Buy |
27,224
+1,626
| +6% | +$91.7K | 0.01% | 774 |
|
|
2021
Q4 | $1.19M | Buy |
25,598
+593
| +2% | +$27.6K | 0.01% | 869 |
|
|
2021
Q3 | $1.2M | Buy |
25,005
+2,403
| +11% | +$116K | 0.01% | 814 |
|
|
2021
Q2 | $1.12M | Buy |
22,602
+5,739
| +34% | +$284K | 0.01% | 795 |
|
|
2021
Q1 | $771K | Buy |
16,863
+160
| +1% | +$7.32K | 0.01% | 858 |
|
|
2020
Q4 | $680K | Sell |
16,703
-1,591
| -9% | -$64.8K | 0.01% | 854 |
|
|
2020
Q3 | $769K | Buy |
18,294
+2,551
| +16% | +$107K | 0.01% | 708 |
|
|
2020
Q2 | $675K | Buy |
15,743
+5,007
| +47% | +$215K | 0.01% | 745 |
|
|
2020
Q1 | $476K | Buy |
10,736
+456
| +4% | +$20.2K | 0.01% | 698 |
|
|
2019
Q4 | $548K | Buy |
10,280
+2,254
| +28% | +$120K | 0.01% | 711 |
|
|
2019
Q3 | $416K | Buy |
+8,026
| New | +$416K | 0.01% | 673 |
|