Avantax Planning Partners’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 | $396K | Sell |
8,125
-125
| -2% | -$6.1K | 0.01% | 302 |
|
|
2025
Q1 | $389K | Buy |
8,250
+1,450
| +21% | +$68.5K | 0.01% | 299 |
|
|
2024
Q4 | $316K | Hold |
6,800
| – | – | 0.01% | 328 |
|
|
2024
Q3 | $323K | Hold |
6,800
| – | – | 0.01% | 319 |
|
|
2024
Q2 | $258K | Hold |
6,800
| – | – | 0.01% | 389 |
|
|
2024
Q1 | $273K | Sell |
6,800
-299
| -4% | -$12K | 0.01% | 375 |
|
|
2023
Q4 | $278K | Buy |
7,099
+89
| +1% | +$3.48K | 0.01% | 310 |
|
|
2023
Q3 | $241K | Buy |
+7,010
| New | +$241K | 0.01% | 316 |
|
|
2018
Q4 | – | Sell |
-1,450
| Closed | -$59K | – | 1115 |
|
|
2018
Q3 | $59K | Buy |
+1,450
| New | +$59K | ﹤0.01% | 447 |
|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$41K | – | 1369 |
|
|
2018
Q1 | $41K | Buy |
+1,000
| New | +$41K | ﹤0.01% | 568 |
|