Beverly Hills Private Wealth’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $496K | Sell |
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|
2025
Q2 | $464K | Sell |
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|
2025
Q1 | $482K | Sell |
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|
2024
Q4 | $476K | Sell |
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|
2024
Q3 | $534K | Sell |
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|
2024
Q2 | $492K | Sell |
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|
2024
Q1 | $546K | Buy |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $492K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $481K | Buy |
|