Beverly Hills Private Wealth’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 | $464K | Sell |
9,510
-691
| -7% | -$33.7K | 0.09% | 187 |
|
|
2025
Q1 | $482K | Sell |
10,201
-30
| -0.3% | -$1.42K | 0.1% | 183 |
|
|
2024
Q4 | $476K | Sell |
10,231
-985
| -9% | -$45.8K | 0.1% | 180 |
|
|
2024
Q3 | $534K | Sell |
11,216
-1,777
| -14% | -$84.6K | 0.11% | 176 |
|
|
2024
Q2 | $492K | Sell |
12,993
-566
| -4% | -$21.5K | 0.11% | 189 |
|
|
2024
Q1 | $546K | Buy |
13,559
+5,752
| +74% | +$231K | 0.13% | 175 |
|
|
2023
Q4 | $307K | Sell |
7,807
-6,427
| -45% | -$252K | 0.08% | 250 |
|
|
2023
Q3 | $492K | Sell |
14,234
-14,692
| -51% | -$508K | 0.15% | 147 |
|
|
2023
Q2 | $1.04M | Buy |
28,926
+16,558
| +134% | +$597K | 0.17% | 129 |
|
|
2023
Q1 | $481K | Buy |
+12,368
| New | +$481K | 0.15% | 149 |
|