Gradient Investments’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$16 | – | 1210 |
|
|
2024
Q2 | – | Hold |
0
| – | -$17 | – | 1359 |
|
|
2024
Q1 | – | Sell |
-280
| Closed | -$10.9K | – | 1197 |
|
|
2023
Q4 | $10.9K | Hold |
280
| – | – | ﹤0.01% | 824 |
|
|
2023
Q3 | $9.64K | Hold |
280
| – | – | ﹤0.01% | 817 |
|
|
2023
Q2 | $11.3K | Sell |
280
-30
| -10% | -$1.21K | ﹤0.01% | 790 |
|
|
2023
Q1 | $12.1K | Buy |
310
+30
| +11% | +$1.17K | ﹤0.01% | 765 |
|
|
2022
Q4 | $11.2K | Sell |
280
-20
| -7% | -$797 | ﹤0.01% | 786 |
|
|
2022
Q3 | $12K | Buy |
300
+20
| +7% | +$800 | ﹤0.01% | 768 |
|
|
2022
Q2 | $15K | Hold |
280
| – | – | ﹤0.01% | 702 |
|
|
2022
Q1 | $16K | Hold |
280
| – | – | ﹤0.01% | 694 |
|
|
2021
Q4 | $13K | Hold |
280
| – | – | ﹤0.01% | 749 |
|
|
2021
Q3 | $13K | Sell |
280
-38
| -12% | -$1.76K | ﹤0.01% | 727 |
|
|
2021
Q2 | $16K | Buy |
318
+38
| +14% | +$1.91K | ﹤0.01% | 675 |
|
|
2021
Q1 | $13K | Buy |
+280
| New | +$13K | ﹤0.01% | 711 |
|
|
2018
Q4 | – | Sell |
-116
| Closed | -$5K | – | 1089 |
|
|
2018
Q3 | $5K | Sell |
116
-120
| -51% | -$5.17K | ﹤0.01% | 748 |
|
|
2018
Q2 | $10K | Hold |
236
| – | – | ﹤0.01% | 616 |
|
|
2018
Q1 | $10K | Buy |
+236
| New | +$10K | ﹤0.01% | 639 |
|
|
2013
Q3 | – | Sell |
-53
| Closed | -$2K | – | 590 |
|
|
2013
Q2 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 373 |
|