KWM
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Kingsview Wealth Management’s TC Energy TRP Stock Holding History

Kingsview Wealth Management’s Portfolio TRP Stock Details TRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$294K Sell
6,027
-232
-4% -$11.3K 0.01% 953
2025
Q1 		$295K Buy
6,259
+102
+2% +$4.82K 0.01% 897
2024
Q4 		$286K Buy
6,157
+1,906
+45% +$88.7K 0.01% 919
2024
Q3 		$202K Buy
+4,251
New +$202K ﹤0.01% 1039