Baldwin Wealth 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
$867K Hold
2025
Q2
$777K Sell
2025
Q1
$837K Hold
2024
Q4
$825K Sell
2024
Q3
$1.05M Sell
2024
Q2
$918K Sell
2024
Q1
$1.12M Sell
2023
Q4
$1.21M Sell
2023
Q3
$1.47M Sell
2023
Q2
$1.9M Sell
2023
Q1
$1.89M Sell
2022
Q4
$1.94M Buy
2022
Q3
$81K Hold
2022
Q2
$104K Hold
2022
Q1
$114K Hold
2021
Q4
$94K Hold
2021
Q3
$97K Hold
2021
Q2
$100K Hold
2021
Q1
$92K Buy