HAG
HighPoint Advisor Group’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
6,606
+618
| +10% | +$30.2K | 0.02% | 493 |
|
|
2025
Q1 | $301K | Sell |
5,988
-25
| -0.4% | -$1.26K | 0.02% | 489 |
|
|
2024
Q4 | $284K | Sell |
6,013
-317
| -5% | -$15K | 0.02% | 525 |
|
|
2024
Q3 | $293K | Buy |
6,330
+79
| +1% | +$3.66K | 0.02% | 496 |
|
|
2024
Q2 | $262K | Buy |
6,251
+128
| +2% | +$5.37K | 0.02% | 513 |
|
|
2024
Q1 | $237K | Buy |
6,123
+136
| +2% | +$5.26K | 0.02% | 545 |
|
|
2023
Q4 | $242K | Buy |
+5,987
| New | +$242K | 0.02% | 528 |
|
|
2022
Q2 | $391K | Buy |
+7,675
| New | +$391K | 0.04% | 341 |
|
|
2021
Q3 | $330K | Sell |
6,855
-645
| -9% | -$31.1K | 0.03% | 379 |
|
|
2021
Q2 | $371K | Sell |
7,500
-868
| -10% | -$42.9K | 0.04% | 357 |
|
|
2021
Q1 | $392K | Sell |
8,368
-361
| -4% | -$16.9K | 0.05% | 318 |
|
|
2020
Q4 | $373K | Buy |
+8,729
| New | +$373K | 0.05% | 312 |
|
|
2020
Q2 | – | Sell |
-4,602
| Closed | -$210K | – | 375 |
|
|
2020
Q1 | $210K | Sell |
4,602
-160
| -3% | -$7.3K | 0.05% | 287 |
|
|
2019
Q4 | $259K | Buy |
4,762
+42
| +0.9% | +$2.28K | 0.05% | 288 |
|
|
2019
Q3 | $237K | Buy |
4,720
+1,055
| +29% | +$53K | 0.05% | 289 |
|
|
2019
Q2 | $185K | Buy |
+3,665
| New | +$185K | 0.04% | 327 |
|