Graves Light Lenhart Wealth’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-490
| Closed | -$25K | – | 562 |
|
2022
Q2 | $25K | Hold |
490
| – | – | ﹤0.01% | 392 |
|
2022
Q1 | $28K | Hold |
490
| – | – | ﹤0.01% | 430 |
|
2021
Q4 | $23K | Hold |
490
| – | – | ﹤0.01% | 515 |
|
2021
Q3 | $24K | Hold |
490
| – | – | ﹤0.01% | 474 |
|
2021
Q2 | $24K | Hold |
490
| – | – | ﹤0.01% | 476 |
|
2021
Q1 | $22K | Buy |
+490
| New | +$22K | ﹤0.01% | 495 |
|