JFS Wealth Advisors’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
Q2 | $14.2K | Hold |
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|
2025
Q1 | $13.7K | Hold |
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|
2024
Q4 | $13.5K | Hold |
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|
2024
Q3 | $13.8K | Hold |
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|
2024
Q2 | $11K | Hold |
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|
2024
Q1 | $11.7K | Buy |
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|
2023
Q4 | $7.62K | Sell |
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|
2023
Q3 | $20.4K | Sell |
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|
2023
Q2 | $31.1K | Buy |
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|
2023
Q1 | $21.2K | Buy |
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|
2022
Q4 | $12.6K | Buy |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $25K | Buy |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $3K | Buy |
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