JNBA Financial 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 | $7.61K | Hold |
156
| – | – | ﹤0.01% | 495 |
|
|
2025
Q1 | $7.37K | Sell |
156
-139
| -47% | -$6.56K | ﹤0.01% | 490 |
|
|
2024
Q4 | $13.7K | Hold |
295
| – | – | ﹤0.01% | 429 |
|
|
2024
Q3 | $14K | Hold |
295
| – | – | ﹤0.01% | 424 |
|
|
2024
Q2 | $11.2K | Hold |
295
| – | – | ﹤0.01% | 447 |
|
|
2024
Q1 | $11.9K | Sell |
295
-6
| -2% | -$241 | ﹤0.01% | 450 |
|
|
2023
Q4 | $11.8K | Hold |
301
| – | – | ﹤0.01% | 452 |
|
|
2023
Q3 | $10.4K | Buy |
301
+6
| +2% | +$206 | ﹤0.01% | 462 |
|
|
2023
Q2 | $11.9K | Hold |
295
| – | – | ﹤0.01% | 446 |
|
|
2023
Q1 | $11.5K | Hold |
295
| – | – | ﹤0.01% | 464 |
|
|
2022
Q4 | $11.8K | Hold |
295
| – | – | ﹤0.01% | 436 |
|
|
2022
Q3 | $12K | Hold |
295
| – | – | ﹤0.01% | 442 |
|
|
2022
Q2 | $15K | Hold |
295
| – | – | ﹤0.01% | 444 |
|
|
2022
Q1 | $17K | Sell |
295
-33
| -10% | -$1.9K | ﹤0.01% | 434 |
|
|
2021
Q4 | $15K | Buy |
328
+33
| +11% | +$1.51K | ﹤0.01% | 470 |
|
|
2021
Q3 | $14K | Hold |
295
| – | – | ﹤0.01% | 473 |
|
|
2021
Q2 | $15K | Buy |
+295
| New | +$15K | ﹤0.01% | 444 |
|
|
2019
Q4 | – | Sell |
-156
| Closed | -$8K | – | 630 |
|
|
2019
Q3 | $8K | Hold |
156
| – | – | ﹤0.01% | 438 |
|
|
2019
Q2 | $8K | Hold |
156
| – | – | ﹤0.01% | 464 |
|
|
2019
Q1 | $7K | Hold |
156
| – | – | ﹤0.01% | 431 |
|
|
2018
Q4 | $6K | Sell |
156
-244
| -61% | -$9.39K | ﹤0.01% | 424 |
|
|
2018
Q3 | $16K | Buy |
400
+244
| +156% | +$9.76K | 0.01% | 333 |
|
|
2018
Q2 | $7K | Hold |
156
| – | – | ﹤0.01% | 436 |
|
|
2018
Q1 | $6K | Hold |
156
| – | – | ﹤0.01% | 420 |
|
|
2017
Q4 | $8K | Hold |
156
| – | – | ﹤0.01% | 389 |
|
|
2017
Q3 | $8K | Hold |
156
| – | – | ﹤0.01% | 380 |
|
|
2017
Q2 | $7K | Hold |
156
| – | – | ﹤0.01% | 377 |
|
|
2017
Q1 | $7K | Hold |
156
| – | – | ﹤0.01% | 384 |
|
|
2016
Q4 | $7K | Sell |
156
-2,040
| -93% | -$91.5K | ﹤0.01% | 388 |
|
|
2016
Q3 | $104K | Buy |
+2,196
| New | +$104K | 0.02% | 345 |
|