B. Riley Wealth Management’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $359 | Sell |
6,924
-1,792
| -21% | -$93 | ﹤0.01% | 493 |
|
|
2022
Q1 | $492K | Buy |
8,716
+617
| +8% | +$34.8K | 0.04% | 330 |
|
|
2021
Q4 | $377K | Buy |
8,099
+300
| +4% | +$14K | 0.03% | 411 |
|
|
2021
Q3 | $375K | Sell |
7,799
-2,102
| -21% | -$101K | 0.03% | 399 |
|
|
2021
Q2 | $490K | Sell |
9,901
-5,370
| -35% | -$266K | 0.05% | 235 |
|
|
2021
Q1 | $699K | Buy |
+15,271
| New | +$699K | 0.08% | 191 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$4K | – | 697 |
|
|
2015
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 893 |
|
|
2015
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 895 |
|
|
2014
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 883 |
|
|
2014
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 908 |
|
|
2014
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 966 |
|
|
2014
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 889 |
|