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Belpointe Asset Management’s TC Energy TRP Stock Holding History

Belpointe Asset Management’s Portfolio TRP Stock Details TRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,251
Closed -$204K – 3158
2023
Q1 		$204K Buy
5,251
+507
+11% +$20.6K 0.01% 923
2022
Q4 		$189K Sell
4,744
-250
-5% -$10.8K 0.01% 928
2022
Q3 		$201K Buy
4,994
+200
+4% +$9.92K 0.01% 834
2022
Q2 		$248K Hold
4,794
– – 0.02% 744
2022
Q1 		$271K Sell
4,794
-74
-2% -$3.89K 0.02% 779
2021
Q4 		$227K Buy
4,868
+1
+0% +$49 0.01% 846
2021
Q3 		$235K Sell
4,867
-127
-3% -$6.16K 0.02% 795
2021
Q2 		$248K Sell
4,994
-2,127
-30% -$106K 0.02% 745
2021
Q1 		$326K Buy
7,121
+324
+5% +$14.4K 0.03% 570
2020
Q4 		$277K Sell
6,797
-768
-10% -$32.7K 0.02% 585
2020
Q3 		$318K Sell
7,565
-125
-2% -$5.72K 0.04% 418
2020
Q2 		$330K Sell
7,690
-448
-6% -$20.1K 0.04% 384
2020
Q1 		$360K Sell
8,138
-6,438
-44% -$326K 0.06% 299
2019
Q4 		$777K Buy
14,576
+6,530
+81% +$335K 0.1% 219
2019
Q3 		$417K Buy
8,046
+1,786
+29% +$89.2K 0.07% 327
2019
Q2 		$310K Buy
6,260
+3,249
+108% +$156K 0.06% 323
2019
Q1 		$135K Buy
+3,011
New +$129K 0.03% 380

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