EverSource Wealth Advisors’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 | $181K | Buy |
3,706
+1,243
| +50% | +$60.6K | 0.01% | 902 |
|
|
2025
Q1 | $116K | Buy |
2,463
+334
| +16% | +$15.8K | 0.01% | 854 |
|
|
2024
Q4 | $99.1K | Sell |
2,129
-27
| -1% | -$1.26K | 0.01% | 900 |
|
|
2024
Q3 | $103K | Sell |
2,156
-264
| -11% | -$12.6K | 0.01% | 780 |
|
|
2024
Q2 | $103K | Sell |
2,420
-36
| -1% | -$1.53K | 0.01% | 787 |
|
|
2024
Q1 | $88.1K | Buy |
2,456
+5
| +0.2% | +$179 | 0.01% | 757 |
|
|
2023
Q4 | $95.8K | Buy |
2,451
+136
| +6% | +$5.32K | 0.01% | 655 |
|
|
2023
Q3 | $79.7K | Buy |
2,315
+288
| +14% | +$9.91K | 0.01% | 650 |
|
|
2023
Q2 | $81.9K | Sell |
2,027
-14
| -0.7% | -$566 | 0.01% | 652 |
|
|
2023
Q1 | $79.4K | Buy |
2,041
+131
| +7% | +$5.1K | 0.01% | 627 |
|
|
2022
Q4 | $76.1K | Sell |
1,910
-165
| -8% | -$6.57K | 0.01% | 604 |
|
|
2022
Q3 | $83K | Buy |
2,075
+425
| +26% | +$17K | 0.02% | 487 |
|
|
2022
Q2 | $86K | Buy |
1,650
+167
| +11% | +$8.7K | 0.02% | 420 |
|
|
2022
Q1 | $83K | Buy |
1,483
+1,289
| +664% | +$72.1K | 0.02% | 369 |
|
|
2021
Q4 | $9K | Buy |
+194
| New | +$9K | ﹤0.01% | 1021 |
|