Integrated Wealth Concepts’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 | $1.33M | Sell |
27,294
-5,231
| -16% | -$255K | 0.01% | 781 |
|
|
2025
Q1 | $1.54M | Sell |
32,525
-4,475
| -12% | -$211K | 0.02% | 652 |
|
|
2024
Q4 | $1.72M | Sell |
37,000
-2,027
| -5% | -$94.3K | 0.02% | 611 |
|
|
2024
Q3 | $1.86M | Sell |
39,027
-2,157
| -5% | -$103K | 0.02% | 567 |
|
|
2024
Q2 | $1.56M | Sell |
41,184
-476
| -1% | -$18K | 0.02% | 589 |
|
|
2024
Q1 | $1.67M | Sell |
41,660
-1,277
| -3% | -$51.3K | 0.02% | 575 |
|
|
2023
Q4 | $1.68M | Sell |
42,937
-3,374
| -7% | -$132K | 0.03% | 543 |
|
|
2023
Q3 | $1.59M | Sell |
46,311
-795
| -2% | -$27.4K | 0.03% | 523 |
|
|
2023
Q2 | $1.9M | Buy |
47,106
+356
| +0.8% | +$14.4K | 0.03% | 479 |
|
|
2023
Q1 | $1.82M | Buy |
+46,750
| New | +$1.82M | 0.04% | 446 |
|