First Personal Financial Services’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $16.6K | Hold |
350
| – | – | ﹤0.01% | 275 |
|
|
2024
Q2 | $13.3K | Hold |
350
| – | – | ﹤0.01% | 257 |
|
|
2024
Q1 | $14.1K | Hold |
350
| – | – | ﹤0.01% | 261 |
|
|
2023
Q4 | $13.7K | Hold |
350
| – | – | ﹤0.01% | 284 |
|
|
2023
Q3 | $12K | Hold |
350
| – | – | ﹤0.01% | 291 |
|
|
2023
Q2 | $14.1K | Hold |
350
| – | – | ﹤0.01% | 291 |
|
|
2023
Q1 | $13.6K | Hold |
350
| – | – | ﹤0.01% | 306 |
|
|
2022
Q4 | $14K | Hold |
350
| – | – | ﹤0.01% | 310 |
|
|
2022
Q3 | $14K | Hold |
350
| – | – | ﹤0.01% | 313 |
|
|
2022
Q2 | $18K | Hold |
350
| – | – | 0.01% | 242 |
|
|
2022
Q1 | $20K | Hold |
350
| – | – | ﹤0.01% | 250 |
|
|
2021
Q4 | $16K | Hold |
350
| – | – | ﹤0.01% | 262 |
|
|
2021
Q3 | $17K | Hold |
350
| – | – | ﹤0.01% | 259 |
|
|
2021
Q2 | $17K | Hold |
350
| – | – | ﹤0.01% | 269 |
|
|
2021
Q1 | $16K | Sell |
350
-232
| -40% | -$10.6K | ﹤0.01% | 254 |
|
|
2020
Q4 | $24K | Sell |
582
-168
| -22% | -$6.93K | 0.01% | 226 |
|
|
2020
Q3 | $32K | Sell |
750
-200
| -21% | -$8.53K | 0.01% | 209 |
|
|
2020
Q2 | $41K | Hold |
950
| – | – | 0.01% | 196 |
|
|
2020
Q1 | $42K | Hold |
950
| – | – | 0.02% | 193 |
|
|
2019
Q4 | $51K | Sell |
950
-700
| -42% | -$37.6K | 0.02% | 194 |
|
|
2019
Q3 | $86K | Buy |
1,650
+400
| +32% | +$20.8K | 0.03% | 191 |
|
|
2019
Q2 | $62K | Sell |
1,250
-400
| -24% | -$19.8K | 0.02% | 254 |
|
|
2019
Q1 | $74K | Sell |
1,650
-600
| -27% | -$26.9K | 0.02% | 226 |
|
|
2018
Q4 | $80K | Sell |
2,250
-400
| -15% | -$14.2K | 0.03% | 213 |
|
|
2018
Q3 | $107K | Sell |
2,650
-500
| -16% | -$20.2K | 0.03% | 206 |
|
|
2018
Q2 | $136K | Sell |
3,150
-1,116
| -26% | -$48.2K | 0.05% | 190 |
|
|
2018
Q1 | $176K | Sell |
4,266
-760
| -15% | -$31.4K | 0.04% | 231 |
|
|
2017
Q4 | $244K | Buy |
5,026
+496
| +11% | +$24.1K | 0.05% | 216 |
|
|
2017
Q3 | $224K | Hold |
4,530
| – | – | 0.05% | 208 |
|
|
2017
Q2 | $216K | Hold |
4,530
| – | – | 0.05% | 209 |
|
|
2017
Q1 | $209K | Sell |
4,530
-500
| -10% | -$23.1K | 0.05% | 189 |
|
|
2016
Q4 | $227K | Buy |
5,030
+1,380
| +38% | +$62.3K | 0.06% | 176 |
|
|
2016
Q3 | $174K | Sell |
3,650
-400
| -10% | -$19.1K | 0.05% | 164 |
|
|
2016
Q2 | $183K | Sell |
4,050
-150
| -4% | -$6.78K | 0.06% | 153 |
|
|
2016
Q1 | $165K | Sell |
4,200
-609
| -13% | -$23.9K | 0.08% | 128 |
|
|
2015
Q4 | $157K | Sell |
4,809
-8,835
| -65% | -$288K | 0.09% | 125 |
|
|
2015
Q3 | $431K | Sell |
13,644
-1,700
| -11% | -$53.7K | 0.26% | 85 |
|
|
2015
Q2 | $624K | Sell |
15,344
-504
| -3% | -$20.5K | 0.37% | 77 |
|
|
2015
Q1 | $678K | Sell |
15,848
-1,442
| -8% | -$61.7K | 0.41% | 73 |
|
|
2014
Q4 | $848K | Buy |
+17,290
| New | +$848K | 0.5% | 66 |
|