Carolinas Wealth Consulting’s TC Energy TRP Stock Holding History

Carolinas Wealth Consulting’s Portfolio TRP Stock Details TRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-56	Closed	-$1.93K	–	1057
2023 Q3	$1.93K	Hold	56	–	–	﹤0.01%	752
2023 Q2	$2.26K	Buy	56 +8	+17%	+$327	﹤0.01%	797
2023 Q1	$1.9K	Buy	48 +9	+23%	+$366	﹤0.01%	818
2022 Q4	$1.58K	Buy	39 +8	+26%	+$347	﹤0.01%	838
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	858
2022 Q2	$2K	Hold	31	–	–	﹤0.01%	784
2022 Q1	$2K	Hold	31	–	–	﹤0.01%	815
2021 Q4	$1K	Hold	31	–	–	﹤0.01%	938
2021 Q3	$2K	Hold	31	–	–	﹤0.01%	817
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	828
2021 Q1	$1K	Hold	31	–	–	﹤0.01%	918
2020 Q4	$1K	Buy	+31	New	+$1.32K	﹤0.01%	840

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Carolinas Wealth Consulting's TRP Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of TC Energy (TRP) in Q4 2023, closing a stake of 56 shares — an estimated $1.93K sold.

Carolinas Wealth Consulting first reported a position in TRP in Q4 2020 and held it in 12 quarters. The position peaked at $2.26K in Q2 2023. 518 funds tracked by Wall St. Rank hold TRP as of Q4 2023.

Carolinas Wealth Consulting reported no remaining TC Energy position as of Q4 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 56 TC Energy shares in Q4 2023, an estimated $1.93K.
Carolinas Wealth Consulting first reported a position in TC Energy in Q4 2020 and held it in 12 quarters.
Carolinas Wealth Consulting's TC Energy position peaked at $2.26K in Q2 2023.
518 funds tracked by Wall St. Rank held TC Energy as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.