Cedar Brook Financial Partners’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,600
| Closed | -$346K | – | 368 |
|
|
2024
Q1 | $346K | Buy |
8,600
+1,879
| +28% | +$75.5K | 0.07% | 286 |
|
|
2023
Q4 | $265K | Buy |
6,721
+196
| +3% | +$7.72K | 0.06% | 324 |
|
|
2023
Q3 | $225K | Sell |
6,525
-3
| -0% | -$103 | 0.06% | 323 |
|
|
2023
Q2 | $264K | Buy |
6,528
+230
| +4% | +$9.29K | 0.06% | 308 |
|
|
2023
Q1 | $245K | Hold |
6,298
| – | – | 0.06% | 305 |
|
|
2022
Q4 | $251K | Buy |
6,298
+1,039
| +20% | +$41.4K | 0.07% | 293 |
|
|
2022
Q3 | $212K | Buy |
5,259
+1,140
| +28% | +$45.9K | 0.07% | 315 |
|
|
2022
Q2 | $213K | Buy |
+4,119
| New | +$213K | 0.07% | 313 |
|