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

Independent Solutions Wealth Management’s Portfolio TRP Stock Details TRP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$218K	Buy
2022 Q3	–	Sell
2022 Q2	$214K	Buy
2022 Q1	$226K	Buy
2020 Q1	–	Sell
2019 Q4	$213K	Buy