Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.8K | Buy |
1,143
+30
| +3% | +$1.46K | ﹤0.01% | 640 |
|
|
2025
Q1 | $52.5K | Hold |
1,113
| – | – | ﹤0.01% | 641 |
|
|
2024
Q4 | $51.8K | Hold |
1,113
| – | – | ﹤0.01% | 643 |
|
|
2024
Q3 | $52.9K | Hold |
1,113
| – | – | ﹤0.01% | 644 |
|
|
2024
Q2 | $43K | Hold |
1,113
| – | – | ﹤0.01% | 681 |
|
|
2024
Q1 | $45.5K | Hold |
1,113
| – | – | ﹤0.01% | 679 |
|
|
2023
Q4 | $44.4K | Hold |
1,113
| – | – | ﹤0.01% | 730 |
|
|
2023
Q3 | $39K | Hold |
1,113
| – | – | ﹤0.01% | 708 |
|
|
2023
Q2 | $45.8K | Hold |
1,113
| – | – | ﹤0.01% | 685 |
|
|
2023
Q1 | $44.1K | Buy |
1,113
+1,000
| +885% | +$39.6K | ﹤0.01% | 588 |
|
|
2022
Q4 | $4.58K | Hold |
113
| – | – | ﹤0.01% | 934 |
|
|
2022
Q3 | $4.63K | Hold |
113
| – | – | ﹤0.01% | 938 |
|
|
2022
Q2 | $5.93K | Hold |
113
| – | – | ﹤0.01% | 984 |
|
|
2022
Q1 | $6.46K | Buy |
+113
| New | +$6.46K | ﹤0.01% | 885 |
|
|
2021
Q1 | – | Sell |
-355
| Closed | -$14.7K | – | 1195 |
|
|
2020
Q4 | $14.7K | Buy |
355
+20
| +6% | +$827 | ﹤0.01% | 696 |
|
|
2020
Q3 | $14.3K | Buy |
+335
| New | +$14.3K | ﹤0.01% | 654 |
|