Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,127
| Closed | -$95K | – | 319 |
|
|
2019
Q1 | $95K | Buy |
2,127
+4
| +0.2% | +$179 | 0.08% | 139 |
|
|
2018
Q4 | $76K | Buy |
2,123
+4
| +0.2% | +$143 | 0.08% | 145 |
|
|
2018
Q3 | $86K | Buy |
2,119
+5
| +0.2% | +$203 | 0.08% | 152 |
|
|
2018
Q2 | $91K | Buy |
+2,114
| New | +$91K | 0.09% | 142 |
|
|
2018
Q1 | – | Sell |
-2,414
| Closed | -$117K | – | 475 |
|
|
2017
Q4 | $117K | Buy |
+2,414
| New | +$117K | 0.11% | 125 |
|