IAA
Independent Advisor Alliance’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-28,251
| Closed | -$1.25M | – | 525 |
|
|
2020
Q1 | $1.25M | Sell |
28,251
-410
| -1% | -$18.2K | 0.18% | 99 |
|
|
2019
Q4 | $1.53M | Buy |
28,661
+451
| +2% | +$24K | 0.07% | 286 |
|
|
2019
Q3 | $1.46M | Buy |
28,210
+193
| +0.7% | +$10K | 0.18% | 113 |
|
|
2019
Q2 | $1.39M | Buy |
28,017
+1,141
| +4% | +$56.5K | 0.2% | 105 |
|
|
2019
Q1 | $1.21M | Sell |
26,876
-89
| -0.3% | -$4K | 0.17% | 119 |
|
|
2018
Q4 | $963K | Buy |
+26,965
| New | +$963K | 0.17% | 121 |
|