Clearstead Advisors’s TC Energy TRP Stock Holding History

Clearstead Advisors’s Portfolio TRP Stock Details TRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-190	Closed	-$7.68K	–	1563
2023 Q2	$7.68K	Buy	+190	New	+$7.76K	﹤0.01%	1009
2022 Q2	–	Sell	-299	Closed	-$17K	–	1452
2022 Q1	$17K	Buy	+299	New	+$15.7K	﹤0.01%	897
2021 Q3	–	Sell	-330	Closed	-$16K	–	1393
2021 Q2	$16K	Hold	330	–	–	﹤0.01%	739
2021 Q1	$15K	Sell	330 -535	-62%	-$23.7K	﹤0.01%	728
2020 Q4	$35K	Buy	865 +330	+62%	+$14.1K	﹤0.01%	559
2020 Q3	$22K	Hold	535	–	–	﹤0.01%	574
2020 Q2	$23K	Buy	+535	New	+$24K	﹤0.01%	516

Other funds holding TRP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return