Genovese Burford & Brothers Wealth & Retirement Plan Management’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-450
| Closed | -$19K | – | 347 |
|
2018
Q2 | $19K | Hold |
450
| – | – | 0.01% | 256 |
|
2018
Q1 | $19K | Hold |
450
| – | – | 0.01% | 262 |
|
2017
Q4 | $21K | Buy |
450
+250
| +125% | +$11.7K | 0.05% | 144 |
|
2017
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 291 |
|
2017
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 282 |
|
2017
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 295 |
|
2016
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 324 |
|
2016
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 309 |
|
2016
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 283 |
|
2016
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 293 |
|
2015
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 280 |
|