Carson Wealth (CWM LLC)’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
3,151
+170
| +6% | +$8.31K | ﹤0.01% | 2392 |
|
|
2025
Q1 | $141K | Buy |
2,981
+120
| +4% | +$5.68K | ﹤0.01% | 2152 |
|
|
2024
Q4 | $133K | Buy |
2,861
+138
| +5% | +$6.42K | ﹤0.01% | 2093 |
|
|
2024
Q3 | $129K | Sell |
2,723
-108
| -4% | -$5.12K | ﹤0.01% | 2029 |
|
|
2024
Q2 | $107K | Buy |
2,831
+24
| +0.9% | +$907 | ﹤0.01% | 1934 |
|
|
2024
Q1 | $113K | Buy |
2,807
+82
| +3% | +$3.3K | ﹤0.01% | 1802 |
|
|
2023
Q4 | $107K | Buy |
2,725
+980
| +56% | +$38.5K | ﹤0.01% | 1719 |
|
|
2023
Q3 | $60K | Sell |
1,745
-467
| -21% | -$16.1K | ﹤0.01% | 1957 |
|
|
2023
Q2 | $89K | Buy |
2,212
+575
| +35% | +$23.1K | ﹤0.01% | 1627 |
|
|
2023
Q1 | $64K | Buy |
1,637
+74
| +5% | +$2.89K | ﹤0.01% | 1736 |
|
|
2022
Q4 | $62K | Sell |
1,563
-416
| -21% | -$16.5K | ﹤0.01% | 1614 |
|
|
2022
Q3 | $80K | Buy |
1,979
+192
| +11% | +$7.76K | ﹤0.01% | 1439 |
|
|
2022
Q2 | $93K | Sell |
1,787
-943
| -35% | -$49.1K | ﹤0.01% | 1344 |
|
|
2022
Q1 | $154K | Buy |
2,730
+267
| +11% | +$15.1K | ﹤0.01% | 1154 |
|
|
2021
Q4 | $115K | Buy |
+2,463
| New | +$115K | ﹤0.01% | 1244 |
|
|
2021
Q2 | $101K | Hold |
2,039
| – | – | ﹤0.01% | 1136 |
|
|
2021
Q1 | $101K | Hold |
2,039
| – | – | ﹤0.01% | 1136 |
|
|
2020
Q4 | $101K | Hold |
2,039
| – | – | ﹤0.01% | 1136 |
|
|
2020
Q3 | $101K | Hold |
2,039
| – | – | ﹤0.01% | 1136 |
|
|
2020
Q2 | $101K | Hold |
2,039
| – | – | ﹤0.01% | 1136 |
|
|
2020
Q1 | $101K | Hold |
2,039
| – | – | ﹤0.01% | 1136 |
|
|
2019
Q4 | $101K | Hold |
2,039
| – | – | ﹤0.01% | 1136 |
|
|
2019
Q3 | $101K | Hold |
2,039
| – | – | ﹤0.01% | 1136 |
|
|
2019
Q2 | $101K | Hold |
2,039
| – | – | ﹤0.01% | 1136 |
|
|
2019
Q1 | $101K | Sell |
2,039
-29,316
| -93% | -$1.45M | ﹤0.01% | 1136 |
|
|
2018
Q4 | $1.12M | Buy |
31,355
+25,184
| +408% | +$899K | 0.03% | 366 |
|
|
2018
Q3 | $250K | Buy |
6,171
+5,873
| +1,971% | +$238K | 0.01% | 482 |
|
|
2018
Q2 | $13K | Buy |
298
+98
| +49% | +$4.28K | ﹤0.01% | 933 |
|
|
2018
Q1 | $8K | Sell |
200
-860
| -81% | -$34.4K | ﹤0.01% | 905 |
|
|
2017
Q4 | $52K | Buy |
1,060
+27
| +3% | +$1.33K | ﹤0.01% | 522 |
|
|
2017
Q3 | $51K | Buy |
1,033
+633
| +158% | +$31.3K | ﹤0.01% | 520 |
|
|
2017
Q2 | $19K | Hold |
400
| – | – | ﹤0.01% | 641 |
|
|
2017
Q1 | $18K | Hold |
400
| – | – | ﹤0.01% | 620 |
|
|
2016
Q4 | $18K | Hold |
400
| – | – | ﹤0.01% | 607 |
|
|
2016
Q3 | $19K | Buy |
400
+300
| +300% | +$14.3K | ﹤0.01% | 558 |
|
|
2016
Q2 | $5K | Sell |
100
-200
| -67% | -$10K | ﹤0.01% | 634 |
|
|
2016
Q1 | $12K | Sell |
300
-300
| -50% | -$12K | ﹤0.01% | 501 |
|
|
2015
Q4 | $20K | Buy |
600
+300
| +100% | +$10K | ﹤0.01% | 396 |
|
|
2015
Q3 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 457 |
|