CarsonAllaria Wealth Management’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
$1.95K Buy
+40
New +$1.95K ﹤0.01% 321
2023
Q4
Sell
-21
Closed -$729 379
2023
Q3
$729 Buy
21
+1
+5% +$35 ﹤0.01% 343
2023
Q2
$842 Hold
20
﹤0.01% 364
2023
Q1
$799 Hold
20
﹤0.01% 347
2022
Q4
$1K Hold
20
﹤0.01% 329
2022
Q3
$1K Buy
+20
New +$1K ﹤0.01% 326