GWM
GDS Wealth Management’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,271
| Closed | -$210K | – | 121 |
|
|
2022
Q4 | $210K | Sell |
5,271
-246
| -4% | -$9.81K | 0.04% | 112 |
|
|
2022
Q3 | $222K | Sell |
5,517
-67
| -1% | -$2.7K | 0.05% | 99 |
|
|
2022
Q2 | $289K | Sell |
5,584
-3
| -0.1% | -$155 | 0.06% | 94 |
|
|
2022
Q1 | $320K | Sell |
5,587
-10
| -0.2% | -$573 | 0.07% | 92 |
|
|
2021
Q4 | $261K | Buy |
+5,597
| New | +$261K | 0.06% | 95 |
|