BAM
Bruderman Asset Management’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-326
| Closed | -$15K | – | 298 |
|
|
2016
Q4 | $15K | Buy |
326
+3
| +0.9% | +$138 | ﹤0.01% | 291 |
|
|
2016
Q3 | $15K | Buy |
323
+2
| +0.6% | +$93 | ﹤0.01% | 305 |
|
|
2016
Q2 | $15K | Buy |
321
+3
| +0.9% | +$140 | ﹤0.01% | 285 |
|
|
2016
Q1 | $12K | Buy |
318
+3
| +1% | +$113 | ﹤0.01% | 307 |
|
|
2015
Q4 | $10K | Buy |
315
+3
| +1% | +$95 | ﹤0.01% | 336 |
|
|
2015
Q3 | $10K | Sell |
312
-4,000
| -93% | -$128K | ﹤0.01% | 340 |
|
|
2015
Q2 | $175K | Sell |
4,312
-363
| -8% | -$14.7K | 0.07% | 120 |
|
|
2015
Q1 | $200K | Buy |
+4,675
| New | +$200K | 0.08% | 109 |
|