Financial Advocates Investment Management’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 | – | Sell |
-5,385
| Closed | -$254K | – | 748 |
|
|
2025
Q1 | $254K | Sell |
5,385
-959
| -15% | -$45.3K | 0.02% | 599 |
|
|
2024
Q4 | $295K | Sell |
6,344
-606
| -9% | -$28.2K | 0.02% | 598 |
|
|
2024
Q3 | $331K | Buy |
6,950
+501
| +8% | +$23.8K | 0.02% | 573 |
|
|
2024
Q2 | $244K | Sell |
6,449
-413
| -6% | -$15.7K | 0.02% | 623 |
|
|
2024
Q1 | $276K | Buy |
6,862
+741
| +12% | +$29.8K | 0.02% | 613 |
|
|
2023
Q4 | $240K | Buy |
6,121
+316
| +5% | +$12.4K | 0.02% | 642 |
|
|
2023
Q3 | $200K | Sell |
5,805
-408
| -7% | -$14.1K | 0.01% | 654 |
|
|
2023
Q2 | $251K | Buy |
+6,213
| New | +$251K | 0.02% | 569 |
|
|
2022
Q4 | – | Sell |
-5,067
| Closed | -$435K | – | 861 |
|
|
2022
Q3 | $435K | Buy |
+5,067
| New | +$435K | 0.04% | 443 |
|