Executive Wealth Management’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $434K | Hold |
9,324
| – | – | 0.03% | 175 |
|
|
2024
Q3 | $443K | Buy |
+9,324
| New | +$443K | 0.03% | 182 |
|
|
2019
Q3 | – | Sell |
-24
| Closed | -$1K | – | 727 |
|
|
2019
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 862 |
|
|
2019
Q1 | $1K | Buy |
24
+1
| +4% | +$42 | ﹤0.01% | 809 |
|
|
2018
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 857 |
|