BerganKDV Wealth Management’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $851K | Sell |
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|
2023
Q1 | $851K | Buy |
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|
2022
Q4 | $842K | Sell |
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|
2022
Q3 | $962K | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $922K | Buy |
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|
2021
Q3 | $950K | Buy |
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|
2021
Q2 | $942K | Buy |
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|
2021
Q1 | $857K | Buy |
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|
2020
Q4 | $748K | Buy |
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|
2020
Q3 | $759K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $135K | Hold |
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|
2018
Q4 | $107K | Sell |
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|
2018
Q3 | $142K | Hold |
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|
2018
Q2 | $151K | Buy |
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