JFS Wealth Advisors’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 | $14.2K | Hold |
290
| – | – | ﹤0.01% | 751 |
|
|
2025
Q1 | $13.7K | Hold |
290
| – | – | ﹤0.01% | 771 |
|
|
2024
Q4 | $13.5K | Hold |
290
| – | – | ﹤0.01% | 765 |
|
|
2024
Q3 | $13.8K | Hold |
290
| – | – | ﹤0.01% | 742 |
|
|
2024
Q2 | $11K | Hold |
290
| – | – | ﹤0.01% | 772 |
|
|
2024
Q1 | $11.7K | Buy |
290
+95
| +49% | +$3.82K | ﹤0.01% | 771 |
|
|
2023
Q4 | $7.62K | Sell |
195
-398
| -67% | -$15.6K | ﹤0.01% | 880 |
|
|
2023
Q3 | $20.4K | Sell |
593
-177
| -23% | -$6.09K | ﹤0.01% | 544 |
|
|
2023
Q2 | $31.1K | Buy |
770
+225
| +41% | +$9.09K | ﹤0.01% | 444 |
|
|
2023
Q1 | $21.2K | Buy |
545
+230
| +73% | +$8.95K | ﹤0.01% | 524 |
|
|
2022
Q4 | $12.6K | Buy |
315
+6
| +2% | +$239 | ﹤0.01% | 632 |
|
|
2022
Q3 | $12K | Sell |
309
-174
| -36% | -$6.76K | ﹤0.01% | 687 |
|
|
2022
Q2 | $25K | Buy |
483
+181
| +60% | +$9.37K | ﹤0.01% | 545 |
|
|
2022
Q1 | $17K | Buy |
302
+245
| +430% | +$13.8K | ﹤0.01% | 651 |
|
|
2021
Q4 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 996 |
|