Icon Wealth Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Buy |
12,459
+279
| +2% | +$13.6K | 0.04% | 233 |
|
|
2025
Q1 | $575K | Sell |
12,180
-791
| -6% | -$37.3K | 0.05% | 200 |
|
|
2024
Q4 | $604K | Buy |
12,971
+492
| +4% | +$22.9K | 0.05% | 194 |
|
|
2024
Q3 | $593K | Sell |
12,479
-11
| -0.1% | -$523 | 0.05% | 192 |
|
|
2024
Q2 | $530K | Sell |
12,490
-608
| -5% | -$25.8K | 0.05% | 201 |
|
|
2024
Q1 | $527K | Buy |
13,098
+798
| +6% | +$32.1K | 0.05% | 198 |
|
|
2023
Q4 | $481K | Buy |
+12,300
| New | +$481K | 0.05% | 199 |
|
|
2022
Q4 | $527K | Sell |
13,220
-2
| -0% | -$80 | 0.06% | 189 |
|
|
2022
Q3 | $533K | Buy |
+13,222
| New | +$533K | 0.06% | 181 |
|