FMWA
TCP
Forvis Mazars Wealth Advisors’s TC Pipelines LP TCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,500
| Closed | -$571K | – | 317 |
|
|
2019
Q4 | $571K | Hold |
13,500
| – | – | 0.04% | 176 |
|
|
2019
Q3 | $549K | Buy |
13,500
+7,500
| +125% | +$305K | 0.04% | 163 |
|
|
2019
Q2 | $226K | Hold |
6,000
| – | – | 0.02% | 242 |
|
|
2019
Q1 | $224K | Buy |
+6,000
| New | +$224K | 0.02% | 236 |
|
|
2018
Q2 | – | Sell |
-13,200
| Closed | -$458K | – | 246 |
|
|
2018
Q1 | $458K | Hold |
13,200
| – | – | 0.05% | 157 |
|
|
2017
Q4 | $701K | Hold |
13,200
| – | – | 0.07% | 114 |
|
|
2017
Q3 | $691K | Hold |
13,200
| – | – | 0.08% | 111 |
|
|
2017
Q2 | $726K | Hold |
13,200
| – | – | 0.08% | 109 |
|
|
2017
Q1 | $788K | Hold |
13,200
| – | – | 0.1% | 94 |
|
|
2016
Q4 | $777K | Hold |
13,200
| – | – | 0.1% | 93 |
|
|
2016
Q3 | $753K | Hold |
13,200
| – | – | 0.1% | 88 |
|
|
2016
Q2 | $756K | Hold |
13,200
| – | – | 0.11% | 87 |
|
|
2016
Q1 | $637K | Hold |
13,200
| – | – | 0.1% | 96 |
|
|
2015
Q4 | $656K | Hold |
13,200
| – | – | 0.1% | 91 |
|
|
2015
Q3 | $628K | Hold |
13,200
| – | – | 0.11% | 89 |
|
|
2015
Q2 | $752K | Hold |
13,200
| – | – | 0.11% | 86 |
|
|
2015
Q1 | $860K | Hold |
13,200
| – | – | 0.12% | 85 |
|
|
2014
Q4 | $940K | Hold |
13,200
| – | – | 0.15% | 75 |
|
|
2014
Q3 | $894K | Hold |
13,200
| – | – | 0.15% | 74 |
|
|
2014
Q2 | $682K | Hold |
13,200
| – | – | 0.12% | 81 |
|
|
2014
Q1 | $633K | Hold |
13,200
| – | – | 0.11% | 91 |
|
|
2013
Q4 | $639K | Hold |
13,200
| – | – | 0.12% | 93 |
|
|
2013
Q3 | $643K | Buy |
+13,200
| New | +$643K | 0.13% | 91 |
|