Dynamic Advisor Solutions’s TC Energy TRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-38,635
Closed -$1.56M 448
2018
Q3
$1.56M Sell
38,635
-711
-2% -$30.8K 0.32% 98
2018
Q2
$1.7M Buy
+39,346
New +$1.67M 0.39% 79
2016
Q4
Sell
-87,225
Closed -$4.15M 240
2016
Q3
$4.15M Sell
87,225
-10,208
-10% -$477K 1.57% 10
2016
Q2
$4.41M Buy
97,433
+4,665
+5% +$193K 1.79% 9
2016
Q1
$3.65M Buy
92,768
+52,365
+130% +$1.83M 1.55% 13
2015
Q4
$1.32M Buy
+40,403
New +$1.34M 0.54% 50
2015
Q2
Sell
-27,519
Closed -$1.18M 188
2015
Q1
$1.18M Buy
27,519
+7,217
+36% +$322K 0.59% 51
2014
Q4
$997K Buy
20,302
+970
+5% +$47K 0.53% 57
2014
Q3
$996K Buy
19,332
+2,940
+18% +$152K 0.54% 52
2014
Q2
$782K Buy
16,392
+5,322
+48% +$248K 0.47% 66
2014
Q1
$504K Sell
11,070
-1,409
-11% -$62.5K 0.34% 105
2013
Q4
$570K Buy
+12,479
New +$555K 0.42% 79

Other funds holding TRP