Avantax Planning Partners’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $442K | Hold |
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|
2025
Q2 | $396K | Sell |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $316K | Hold |
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|
2024
Q3 | $323K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $241K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $59K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $41K | Buy |
|