Berman Capital Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 1621 |
|
|
2021
Q2 | $3K | Buy |
70
+7
| +11% | +$300 | ﹤0.01% | 1525 |
|
|
2021
Q1 | $2K | Buy |
63
+23
| +58% | +$730 | ﹤0.01% | 1554 |
|
|
2020
Q4 | $1K | Buy |
40
+28
| +233% | +$700 | ﹤0.01% | 1597 |
|
|
2020
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1776 |
|
|
2020
Q2 | $0 | Sell |
12
-766
| -98% | – | ﹤0.01% | 1839 |
|
|
2020
Q1 | $34K | Buy |
778
+477
| +158% | +$20.8K | 0.01% | 368 |
|
|
2019
Q4 | $16K | Sell |
301
-144
| -32% | -$7.65K | ﹤0.01% | 602 |
|
|
2019
Q3 | $22K | Buy |
445
+145
| +48% | +$7.17K | 0.01% | 485 |
|
|
2019
Q2 | $14K | Buy |
300
+100
| +50% | +$4.67K | ﹤0.01% | 627 |
|
|
2019
Q1 | $8K | Buy |
200
+1
| +0.5% | +$40 | ﹤0.01% | 733 |
|
|
2018
Q4 | $7K | Buy |
+199
| New | +$7K | ﹤0.01% | 606 |
|