Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
4,455
-687
| -13% | -$33.5K | ﹤0.01% | 646 |
|
|
2025
Q1 | $243K | Buy |
5,142
+61
| +1% | +$2.88K | ﹤0.01% | 590 |
|
|
2024
Q4 | $236K | Sell |
5,081
-140
| -3% | -$6.51K | ﹤0.01% | 571 |
|
|
2024
Q3 | $248K | Sell |
5,221
-210
| -4% | -$9.99K | 0.01% | 569 |
|
|
2024
Q2 | $206K | Buy |
+5,431
| New | +$206K | ﹤0.01% | 593 |
|
|
2022
Q2 | – | Sell |
-3,852
| Closed | -$217K | – | 599 |
|
|
2022
Q1 | $217K | Buy |
+3,852
| New | +$217K | 0.01% | 538 |
|
|
2021
Q4 | – | Sell |
-5,415
| Closed | -$260K | – | 612 |
|
|
2021
Q3 | $260K | Hold |
5,415
| – | – | 0.01% | 481 |
|
|
2021
Q2 | $268K | Buy |
5,415
+670
| +14% | +$33.2K | 0.01% | 481 |
|
|
2021
Q1 | $217K | Buy |
+4,745
| New | +$217K | 0.01% | 498 |
|