Caldwell Trust’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88K | Hold |
100
|
|
||||
|
2025
Q1 | $4.72K | Hold |
100
|
|
||||
|
2024
Q4 | $4.65K | Hold |
100
|
|
||||
|
2024
Q3 | $4.75K | Hold |
100
|
|
||||
|
2024
Q2 | $3.79K | Hold |
100
|
|
||||
|
2024
Q1 | $4.02K | Hold |
100
|
|
||||
|
2023
Q4 | $3.91K | Hold |
100
|
|
||||
|
2023
Q3 | $3.44K | Hold |
100
|
|
||||
|
2023
Q2 | $4.04K | Hold |
100
|
|
||||
|
2023
Q1 | $3.89K | Hold |
100
|
|
||||
|
2022
Q4 | $3.99K | Hold |
100
|
|
||||
|
2022
Q3 | $4.03K | Hold |
100
|
|
||||
|
2022
Q2 | $5.18K | Hold |
100
|
|
||||
|
2022
Q1 | $5.64K | Hold |
100
|
|
||||
|
2021
Q4 | $4.65K | Hold |
100
|
|
||||
|
2021
Q3 | $4.81K | Hold |
100
|
|
||||
|
2021
Q2 | $4.95K | Sell |
100
-120
|
|
||||
|
2021
Q1 | $10.1K | Hold |
220
|
|
||||
|
2020
Q4 | $8.96K | Hold |
220
|
|
||||
|
2020
Q3 | $9.24K | Sell |
220
-435
|
|
||||
|
2020
Q2 | $28.1K | Hold |
655
|
|
||||
|
2020
Q1 | $29K | Hold |
655
|
|
||||
|
2019
Q4 | $34.9K | Buy |
+655
|
|