Financial Architects (New Jersey)’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-400
| Closed | -$17K | – | 1417 |
|
|
2018
Q1 | $17K | Sell |
400
-339
| -46% | -$14.4K | ﹤0.01% | 809 |
|
|
2017
Q4 | $35K | Hold |
739
| – | – | 0.01% | 691 |
|
|
2017
Q3 | $37K | Hold |
739
| – | – | 0.01% | 696 |
|
|
2017
Q2 | $35K | Buy |
739
+10
| +1% | +$474 | 0.01% | 700 |
|
|
2017
Q1 | $34K | Sell |
729
-150
| -17% | -$7K | 0.01% | 698 |
|
|
2016
Q4 | $40K | Sell |
879
-90
| -9% | -$4.1K | 0.01% | 625 |
|
|
2016
Q3 | $46K | Hold |
969
| – | – | 0.01% | 587 |
|
|
2016
Q2 | $44K | Buy |
969
+380
| +65% | +$17.3K | 0.01% | 562 |
|
|
2016
Q1 | $23K | Buy |
+589
| New | +$23K | 0.01% | 552 |
|
|
2015
Q3 | – | Sell |
-689
| Closed | -$28K | – | 836 |
|
|
2015
Q2 | $28K | Hold |
689
| – | – | 0.01% | 548 |
|
|
2015
Q1 | $29K | Buy |
689
+346
| +101% | +$14.6K | 0.01% | 494 |
|
|
2014
Q4 | $17K | Buy |
343
+43
| +14% | +$2.13K | 0.01% | 566 |
|
|
2014
Q3 | $15K | Hold |
300
| – | – | 0.01% | 525 |
|
|
2014
Q2 | $14K | Buy |
+300
| New | +$14K | 0.01% | 565 |
|
|
2013
Q4 | – | Sell |
-300
| Closed | -$13K | – | 533 |
|
|
2013
Q3 | $13K | Hold |
300
| – | – | 0.01% | 448 |
|
|
2013
Q2 | $13K | Buy |
+300
| New | +$13K | 0.01% | 430 |
|