Bush ODonnell Investment Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,405
| Closed | -$457K | – | 37 |
|
|
2017
Q4 | $457K | Hold |
9,405
| – | – | 0.37% | 30 |
|
|
2017
Q3 | $465K | Sell |
9,405
-465
| -5% | -$23K | 0.35% | 39 |
|
|
2017
Q2 | $471K | Hold |
9,870
| – | – | 0.29% | 39 |
|
|
2017
Q1 | $455K | Hold |
9,870
| – | – | 0.28% | 41 |
|
|
2016
Q4 | $446K | Hold |
9,870
| – | – | 0.3% | 41 |
|
|
2016
Q3 | $469K | Hold |
9,870
| – | – | 0.31% | 40 |
|
|
2016
Q2 | $446K | Hold |
9,870
| – | – | 0.3% | 40 |
|
|
2016
Q1 | $388K | Hold |
9,870
| – | – | 0.26% | 37 |
|
|
2015
Q4 | $322K | Buy |
+9,870
| New | +$322K | 0.22% | 38 |
|