Kingswood 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 | $348K | Sell |
7,140
-622
| -8% | -$30.3K | 0.03% | 520 |
|
|
2025
Q1 | $367K | Sell |
7,762
-595
| -7% | -$28.1K | 0.03% | 480 |
|
|
2024
Q4 | $389K | Buy |
+8,357
| New | +$389K | 0.03% | 519 |
|
|
2024
Q2 | – | Sell |
-5,101
| Closed | -$205K | – | 709 |
|
|
2024
Q1 | $205K | Sell |
5,101
-805
| -14% | -$32.4K | 0.02% | 574 |
|
|
2023
Q4 | $231K | Buy |
+5,906
| New | +$231K | 0.03% | 543 |
|