Golden State Wealth 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
Q2 | $15.1K | Sell |
309
-25
| -7% | -$1.22K | ﹤0.01% | 956 |
|
2025
Q1 | $15.8K | Hold |
334
| – | – | ﹤0.01% | 866 |
|
2024
Q4 | $15.5K | Buy |
+334
| New | +$15.5K | ﹤0.01% | 831 |
|
2020
Q2 | – | Sell |
-14
| Closed | -$1K | – | 831 |
|
2020
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 942 |
|
2019
Q4 | – | Sell |
-14
| Closed | -$1K | – | 843 |
|
2019
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1025 |
|
2019
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 1142 |
|
2019
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1079 |
|