Checchi Capital Advisers’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 | $291K | Sell |
5,967
-156
| -3% | -$7.61K | 0.02% | 458 |
|
|
2025
Q1 | $289K | Buy |
6,123
+986
| +19% | +$46.5K | 0.02% | 463 |
|
|
2024
Q4 | $239K | Buy |
5,137
+699
| +16% | +$32.5K | 0.01% | 495 |
|
|
2024
Q3 | $211K | Buy |
+4,438
| New | +$211K | 0.01% | 546 |
|
|
2023
Q4 | – | Sell |
-6,363
| Closed | -$219K | – | 566 |
|
|
2023
Q3 | $219K | Sell |
6,363
-936
| -13% | -$32.2K | 0.02% | 475 |
|
|
2023
Q2 | $295K | Buy |
7,299
+716
| +11% | +$28.9K | 0.03% | 430 |
|
|
2023
Q1 | $256K | Buy |
6,583
+208
| +3% | +$8.09K | 0.02% | 461 |
|
|
2022
Q4 | $254K | Sell |
6,375
-3,010
| -32% | -$120K | 0.03% | 449 |
|
|
2022
Q3 | $378K | Buy |
9,385
+275
| +3% | +$11.1K | 0.04% | 321 |
|
|
2022
Q2 | $486K | Buy |
9,110
+1,388
| +18% | +$74K | 0.04% | 292 |
|
|
2022
Q1 | $436K | Buy |
7,722
+640
| +9% | +$36.1K | 0.04% | 300 |
|
|
2021
Q4 | $330K | Buy |
7,082
+972
| +16% | +$45.3K | 0.03% | 362 |
|
|
2021
Q3 | $294K | Sell |
6,110
-581
| -9% | -$28K | 0.03% | 367 |
|
|
2021
Q2 | $331K | Buy |
6,691
+454
| +7% | +$22.5K | 0.03% | 328 |
|
|
2021
Q1 | $285K | Buy |
6,237
+862
| +16% | +$39.4K | 0.03% | 370 |
|
|
2020
Q4 | $219K | Sell |
5,375
-941
| -15% | -$38.3K | 0.02% | 428 |
|
|
2020
Q3 | $265K | Buy |
6,316
+92
| +1% | +$3.86K | 0.03% | 326 |
|
|
2020
Q2 | $267K | Buy |
6,224
+50
| +0.8% | +$2.15K | 0.03% | 329 |
|
|
2020
Q1 | $274K | Buy |
6,174
+2,120
| +52% | +$94.1K | 0.03% | 260 |
|
|
2019
Q4 | $216K | Sell |
4,054
-237
| -6% | -$12.6K | 0.03% | 387 |
|
|
2019
Q3 | $222K | Sell |
4,291
-215
| -5% | -$11.1K | 0.03% | 365 |
|
|
2019
Q2 | $223K | Buy |
4,506
+40
| +0.9% | +$1.98K | 0.03% | 354 |
|
|
2019
Q1 | $201K | Buy |
+4,466
| New | +$201K | 0.02% | 377 |
|
|
2018
Q4 | – | Sell |
-5,030
| Closed | -$204K | – | 433 |
|
|
2018
Q3 | $204K | Sell |
5,030
-523
| -9% | -$21.2K | 0.02% | 413 |
|
|
2018
Q2 | $240K | Buy |
+5,553
| New | +$240K | 0.03% | 335 |
|
|
2016
Q3 | – | Sell |
-2,920
| Closed | -$132K | – | 1129 |
|
|
2016
Q2 | $132K | Hold |
2,920
| – | – | 0.02% | 460 |
|
|
2016
Q1 | $115K | Buy |
+2,920
| New | +$115K | 0.03% | 526 |
|