Independent Solutions Wealth Management’s TC Energy TRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,129
Closed -$214K 226
2022
Q2
$214K Buy
4,129
+129
+3% +$6.68K 0.07% 204
2022
Q1
$226K Buy
+4,000
New +$226K 0.05% 200
2020
Q1
Sell
-4,000
Closed -$213K 154
2019
Q4
$213K Buy
+4,000
New +$213K 0.09% 153