Integrated Wealth Concepts’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $1.47M | Sell |
|
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|
2025
Q2 | $1.33M | Sell |
|
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|
2025
Q1 | $1.54M | Sell |
|
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|
2024
Q4 | $1.72M | Sell |
|
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|
2024
Q3 | $1.86M | Sell |
|
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|
2024
Q2 | $1.56M | Sell |
|
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|
2024
Q1 | $1.67M | Sell |
|
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|
2023
Q4 | $1.68M | Sell |
|
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|
2023
Q3 | $1.59M | Sell |
|
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|
2023
Q2 | $1.9M | Buy |
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|
2023
Q1 | $1.82M | Buy |
|