Holistic Financial Partners’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,918
| Closed | -$209K | – | 107 |
|
|
2019
Q4 | $209K | Hold |
3,918
| – | – | 0.13% | 104 |
|
|
2019
Q3 | $203K | Buy |
+3,918
| New | +$203K | 0.18% | 80 |
|
|
2018
Q2 | – | Sell |
-3,918
| Closed | -$162K | – | 338 |
|
|
2018
Q1 | $162K | Hold |
3,918
| – | – | 0.14% | 83 |
|
|
2017
Q4 | $191K | Buy |
+3,918
| New | +$191K | 0.16% | 75 |
|