Alan B. Lancz & Associates’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$238K | – | 140 |
|
|
2024
Q3 | $238K | Buy |
+5,000
| New | +$238K | 0.22% | 117 |
|
|
2023
Q3 | – | Sell |
-5,000
| Closed | -$202K | – | 139 |
|
|
2023
Q2 | $202K | Hold |
5,000
| – | – | 0.22% | 122 |
|
|
2023
Q1 | $195K | Hold |
5,000
| – | – | 0.2% | 125 |
|
|
2022
Q4 | $214K | Hold |
5,000
| – | – | 0.22% | 121 |
|
|
2022
Q3 | $201K | Hold |
5,000
| – | – | 0.24% | 114 |
|
|
2022
Q2 | $267K | Hold |
5,000
| – | – | 0.26% | 104 |
|
|
2022
Q1 | $282K | Hold |
5,000
| – | – | 0.25% | 108 |
|
|
2021
Q4 | $233K | Buy |
+5,000
| New | +$233K | 0.2% | 127 |
|