Avantax Advisory Services’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 | $543K | Buy |
11,136
+1,228
| +12% | +$59.9K | ﹤0.01% | 1538 |
|
|
2025
Q1 | $468K | Buy |
9,908
+344
| +4% | +$16.2K | ﹤0.01% | 1544 |
|
|
2024
Q4 | $445K | Buy |
9,564
+829
| +9% | +$38.6K | ﹤0.01% | 1524 |
|
|
2024
Q3 | $415K | Buy |
8,735
+868
| +11% | +$41.3K | ﹤0.01% | 1542 |
|
|
2024
Q2 | $298K | Buy |
+7,867
| New | +$298K | ﹤0.01% | 1705 |
|
|
2024
Q1 | – | Sell |
-6,087
| Closed | -$238K | – | 1724 |
|
|
2023
Q4 | $238K | Sell |
6,087
-845
| -12% | -$33K | ﹤0.01% | 1367 |
|
|
2023
Q3 | $239K | Sell |
6,932
-745
| -10% | -$25.6K | ﹤0.01% | 1326 |
|
|
2023
Q2 | $310K | Buy |
7,677
+285
| +4% | +$11.5K | ﹤0.01% | 1167 |
|
|
2023
Q1 | $288K | Buy |
7,392
+1,422
| +24% | +$55.3K | ﹤0.01% | 1174 |
|
|
2022
Q4 | $238K | Buy |
5,970
+16
| +0.3% | +$638 | ﹤0.01% | 1231 |
|
|
2022
Q3 | $240K | Sell |
5,954
-20
| -0.3% | -$806 | ﹤0.01% | 1118 |
|
|
2022
Q2 | $310K | Buy |
5,974
+580
| +11% | +$30.1K | ﹤0.01% | 989 |
|
|
2022
Q1 | $303K | Buy |
5,394
+620
| +13% | +$34.8K | ﹤0.01% | 994 |
|
|
2021
Q4 | $222K | Sell |
4,774
-2,721
| -36% | -$127K | ﹤0.01% | 1124 |
|
|
2021
Q3 | $361K | Sell |
7,495
-1,047
| -12% | -$50.4K | 0.01% | 842 |
|
|
2021
Q2 | $421K | Buy |
+8,542
| New | +$421K | 0.01% | 765 |
|
|
2021
Q1 | – | Sell |
-7,771
| Closed | -$316K | – | 1073 |
|
|
2020
Q4 | $316K | Sell |
7,771
-9,192
| -54% | -$374K | 0.01% | 701 |
|
|
2020
Q3 | $714K | Buy |
16,963
+7,087
| +72% | +$298K | 0.01% | 663 |
|
|
2020
Q2 | $424K | Buy |
+9,876
| New | +$424K | 0.01% | 523 |
|
|
2020
Q1 | – | Sell |
-4,301
| Closed | -$230K | – | 891 |
|
|
2019
Q4 | $230K | Buy |
+4,301
| New | +$230K | 0.01% | 733 |
|