Focus Partners Wealth’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
$523K Sell
10,715
-1,731
-14% -$84.5K ﹤0.01% 1413
2025
Q1
$588K Buy
12,446
+329
+3% +$15.5K ﹤0.01% 1267
2024
Q4
$564K Buy
12,117
+4,408
+57% +$205K ﹤0.01% 1260
2024
Q3
$367K Buy
+7,709
New +$367K ﹤0.01% 1246