B. Riley Wealth Advisors’s TC Energy TRP Stock Holding History

B. Riley Wealth Advisors’s Portfolio TRP Stock Details TRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$243K	Sell	5,169 -3,600	-41%	-$170K	0.01%	955
2024 Q3	$409K	Buy	8,769 +3,218	+58%	+$140K	0.01%	823
2024 Q2	$214K	Sell	5,551 -1,702	-23%	-$64.5K	0.01%	1206
2024 Q1	$255K	Buy	7,253 +2,003	+38%	+$79K	0.01%	1132
2023 Q4	$209K	Sell	5,250 -2,003	-28%	-$73K	0.01%	1238
2023 Q3	$255K	Sell	7,253 -964	-12%	-$35.5K	0.01%	1132
2023 Q2	$338K	Buy	8,217 +919	+13%	+$37.5K	0.01%	1055
2023 Q1	$289K	Buy	7,298 +971	+15%	+$39.5K	0.01%	1086
2022 Q4	$256K	Sell	6,327 -1,195	-16%	-$51.8K	0.01%	1123
2022 Q3	$304K	Buy	+7,522	New	+$373K	0.01%	994
2018 Q1	–	Sell	-5,494	Closed	-$268K	–	715
2017 Q4	$268K	Sell	5,494 -55	-1%	-$2.69K	0.04%	490
2017 Q3	$275K	Sell	5,549 -192	-3%	-$9.64K	0.05%	403
2017 Q2	$274K	Sell	5,741 -241	-4%	-$11.3K	0.05%	394
2017 Q1	$277K	Buy	5,982 +306	+5%	+$14.3K	0.06%	369
2016 Q4	$257K	Sell	5,676 -1	-0%	-$45	0.05%	384
2016 Q3	$270K	Sell	5,677 -5	-0.1%	-$234	0.05%	438
2016 Q2	$257K	Buy	+5,682	New	+$234K	0.05%	456
2015 Q1	–	Sell	-150	Closed	-$7	–	1875
2014 Q4	$7	Buy	+150	New	+$7.27K	﹤0.01%	3037
2014 Q3	–	Sell	-565	Closed	-$27K	–	1783
2014 Q2	$27K	Buy	+565	New	+$26.4K	0.01%	1331

Other funds holding TRP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return