Gary Goldberg Planning Services’s TC Energy TRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$229K Sell
4,655
-292
-6% -$14.4K 0.1% 100
2014
Q3
$255K Buy
4,947
+632
+15% +$32.6K 0.11% 98
2014
Q2
$206K Buy
+4,315
New +$206K 0.09% 110