Baldwin Wealth Partners’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Sell |
15,927
-1,800
| -10% | -$87.8K | 0.05% | 114 |
|
|
2025
Q1 | $837K | Hold |
17,727
| – | – | 0.06% | 108 |
|
|
2024
Q4 | $825K | Sell |
17,727
-4,355
| -20% | -$203K | 0.06% | 113 |
|
|
2024
Q3 | $1.05M | Sell |
22,082
-2,150
| -9% | -$102K | 0.07% | 125 |
|
|
2024
Q2 | $918K | Sell |
24,232
-3,550
| -13% | -$135K | 0.07% | 106 |
|
|
2024
Q1 | $1.12M | Sell |
27,782
-3,250
| -10% | -$131K | 0.08% | 105 |
|
|
2023
Q4 | $1.21M | Sell |
31,032
-11,689
| -27% | -$457K | 0.1% | 98 |
|
|
2023
Q3 | $1.47M | Sell |
42,721
-4,188
| -9% | -$144K | 0.13% | 92 |
|
|
2023
Q2 | $1.9M | Sell |
46,909
-1,560
| -3% | -$63K | 0.16% | 90 |
|
|
2023
Q1 | $1.89M | Sell |
48,469
-100
| -0.2% | -$3.89K | 0.16% | 91 |
|
|
2022
Q4 | $1.94M | Buy |
48,569
+46,558
| +2,315% | +$1.86M | 0.18% | 92 |
|
|
2022
Q3 | $81K | Hold |
2,011
| – | – | 0.01% | 264 |
|
|
2022
Q2 | $104K | Hold |
2,011
| – | – | 0.01% | 253 |
|
|
2022
Q1 | $114K | Hold |
2,011
| – | – | 0.01% | 257 |
|
|
2021
Q4 | $94K | Hold |
2,011
| – | – | 0.01% | 271 |
|
|
2021
Q3 | $97K | Hold |
2,011
| – | – | 0.01% | 263 |
|
|
2021
Q2 | $100K | Hold |
2,011
| – | – | 0.01% | 272 |
|
|
2021
Q1 | $92K | Buy |
+2,011
| New | +$92K | 0.01% | 267 |
|