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Axxcess Wealth Management’s TC Energy TRP Stock Holding History

Axxcess Wealth Management’s Portfolio TRP Stock Details TRP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,219
Closed -$250K – 944
2024
Q1 		$250K Sell
6,219
-7,700
-55% -$310K 0.01% 735
2023
Q4 		$544K Buy
+13,919
New +$544K 0.02% 491