Keudell/Morrison Wealth Management’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 | $429K | Hold |
8,802
| – | – | 0.1% | 134 |
|
|
2025
Q1 | $416K | Sell |
8,802
-963
| -10% | -$45.5K | 0.1% | 126 |
|
|
2024
Q4 | $454K | Buy |
9,765
+22
| +0.2% | +$1.02K | 0.12% | 118 |
|
|
2024
Q3 | $463K | Buy |
9,743
+60
| +0.6% | +$2.85K | 0.13% | 119 |
|
|
2024
Q2 | $367K | Sell |
9,683
-144
| -1% | -$5.46K | 0.11% | 139 |
|
|
2024
Q1 | $395K | Buy |
9,827
+1,118
| +13% | +$44.9K | 0.12% | 132 |
|
|
2023
Q4 | $340K | Sell |
8,709
-1,017
| -10% | -$39.8K | 0.11% | 139 |
|
|
2023
Q3 | $335K | Sell |
9,726
-126
| -1% | -$4.34K | 0.1% | 133 |
|
|
2023
Q2 | $398K | Buy |
9,852
+906
| +10% | +$36.6K | 0.11% | 114 |
|
|
2023
Q1 | $348K | Buy |
8,946
+818
| +10% | +$31.8K | 0.1% | 129 |
|
|
2022
Q4 | $324K | Buy |
8,128
+652
| +9% | +$26K | 0.1% | 132 |
|
|
2022
Q3 | $301K | Buy |
7,476
+783
| +12% | +$31.5K | 0.11% | 136 |
|
|
2022
Q2 | $347K | Buy |
6,693
+185
| +3% | +$9.59K | 0.13% | 122 |
|
|
2022
Q1 | $367K | Buy |
6,508
+188
| +3% | +$10.6K | 0.15% | 127 |
|
|
2021
Q4 | $294K | Sell |
6,320
-381
| -6% | -$17.7K | 0.12% | 142 |
|
|
2021
Q3 | $322K | Buy |
6,701
+55
| +0.8% | +$2.64K | 0.14% | 130 |
|
|
2021
Q2 | $329K | Buy |
6,646
+142
| +2% | +$7.03K | 0.18% | 130 |
|
|
2021
Q1 | $298K | Buy |
6,504
+1,372
| +27% | +$62.9K | 0.17% | 128 |
|
|
2020
Q4 | $209K | Hold |
5,132
| – | – | 0.13% | 151 |
|
|
2020
Q3 | $216K | Buy |
+5,132
| New | +$216K | 0.14% | 136 |
|