Clearstead Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-190
| Closed | -$7.68K | – | 1562 |
|
|
2023
Q2 | $7.68K | Buy |
+190
| New | +$7.68K | ﹤0.01% | 1009 |
|
|
2022
Q2 | – | Sell |
-299
| Closed | -$17K | – | 1450 |
|
|
2022
Q1 | $17K | Buy |
+299
| New | +$17K | ﹤0.01% | 895 |
|
|
2021
Q3 | – | Sell |
-330
| Closed | -$16K | – | 1390 |
|
|
2021
Q2 | $16K | Hold |
330
| – | – | ﹤0.01% | 738 |
|
|
2021
Q1 | $15K | Sell |
330
-535
| -62% | -$24.3K | ﹤0.01% | 727 |
|
|
2020
Q4 | $35K | Buy |
865
+330
| +62% | +$13.4K | ﹤0.01% | 559 |
|
|
2020
Q3 | $22K | Hold |
535
| – | – | ﹤0.01% | 574 |
|
|
2020
Q2 | $23K | Buy |
+535
| New | +$23K | ﹤0.01% | 516 |
|