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IBEX Wealth Advisors’s TC Energy TRP Stock Holding History

IBEX Wealth Advisors’s Portfolio TRP Stock Details TRP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,727
Closed -$266K – 122
2023
Q3 		$266K Buy
+7,727
New +$266K 0.07% 100