Beacon Pointe Advisors’s TC Energy TRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$207K Buy
2024
Q1
Sell
2023
Q4
$949K Buy
2023
Q3
$638K Buy
2023
Q1
Sell
2022
Q4
$357K Sell
2022
Q3
$379K Sell
2022
Q2
$554K Sell
2022
Q1
$614K Buy