GeoWealth Management’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-522
| Closed | -$24.3K | – | 1749 |
|
|
2024
Q4 | $24.3K | Buy |
522
+149
| +40% | +$6.93K | ﹤0.01% | 1339 |
|
|
2024
Q3 | $17.7K | Buy |
+373
| New | +$17.7K | ﹤0.01% | 1300 |
|
|
2024
Q1 | – | Sell |
-2,429
| Closed | -$95K | – | 907 |
|
|
2023
Q4 | $95K | Buy |
+2,429
| New | +$95K | 0.01% | 592 |
|