AWM
Avior Wealth Management’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-238
| Closed | -$11.1K | – | 2210 |
|
|
2024
Q4 | $11.1K | Hold |
238
| – | – | ﹤0.01% | 1580 |
|
|
2024
Q3 | $11.3K | Hold |
238
| – | – | ﹤0.01% | 1516 |
|
|
2024
Q2 | $9.02K | Sell |
238
-1,475
| -86% | -$55.9K | ﹤0.01% | 1542 |
|
|
2024
Q1 | $68.9K | Buy |
+1,713
| New | +$68.9K | ﹤0.01% | 1107 |
|
|
2020
Q4 | – | Sell |
-3,757
| Closed | -$157K | – | 1096 |
|
|
2020
Q3 | $157K | Buy |
3,757
+1,985
| +112% | +$83K | 0.02% | 397 |
|
|
2020
Q2 | $75K | Sell |
1,772
-2,967
| -63% | -$126K | 0.01% | 463 |
|
|
2020
Q1 | $209K | Buy |
4,739
+1,378
| +41% | +$60.8K | 0.04% | 336 |
|
|
2019
Q4 | $179K | Buy |
3,361
+893
| +36% | +$47.6K | 0.03% | 386 |
|
|
2019
Q3 | $127K | Buy |
+2,468
| New | +$127K | 0.02% | 395 |
|
|
2018
Q1 | – | Sell |
-51
| Closed | -$2K | – | 829 |
|
|
2017
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 701 |
|
|
2017
Q3 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 433 |
|