Defined Wealth Management’s TC Energy TRP Stock Holding History

Defined Wealth Management’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 Q4	–	Sell	-6,124	Closed	-$211K	–	101
2023 Q3	$211K	Buy	6,124 +21	+0.3%	+$773	0.18%	97
2023 Q2	$247K	Buy	6,103 +3	+0%	+$122	0.21%	93
2023 Q1	$237K	Hold	6,100	–	–	0.22%	92
2022 Q4	$243K	Hold	6,100	–	–	0.23%	95
2022 Q3	$246K	Buy	6,100 +900	+17%	+$44.6K	0.27%	78
2022 Q2	$269K	Sell	5,200 -900	-15%	-$50.2K	0.28%	79
2022 Q1	$344K	Buy	6,100 +1,085	+22%	+$57.1K	0.3%	74
2021 Q4	$233K	Hold	5,015	–	–	0.19%	89
2021 Q3	$241K	Hold	5,015	–	–	0.21%	87
2021 Q2	$248K	Hold	5,015	–	–	0.22%	85
2021 Q1	$229K	Hold	5,015	–	–	0.22%	84
2020 Q4	$204K	Buy	+5,015	New	+$214K	0.2%	88

Other funds holding TRP

Royal Bank of Canada

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

Capital Research Global Investors

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

Capital International Investors

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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

CIBC World Market

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

Bank of Nova Scotia

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank

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