Laurel Wealth Advisors (California)’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.72M | Sell |
43,111
-1,159
| -3% | -$46.2K | 0.17% | 138 |
|
|
2022
Q3 | $1.78M | Sell |
44,270
-610
| -1% | -$24.6K | 0.19% | 121 |
|
|
2022
Q2 | $2.33M | Sell |
44,880
-825
| -2% | -$42.7K | 0.24% | 100 |
|
|
2022
Q1 | $2.58M | Buy |
45,705
+16,030
| +54% | +$904K | 0.21% | 104 |
|
|
2021
Q4 | $1.38M | Buy |
29,675
+1,563
| +6% | +$72.7K | 0.11% | 193 |
|
|
2021
Q3 | $1.35M | Buy |
28,112
+8,333
| +42% | +$401K | 0.25% | 87 |
|
|
2021
Q2 | $980K | Buy |
19,779
+1,557
| +9% | +$77.1K | 0.13% | 177 |
|
|
2021
Q1 | $834K | Buy |
18,222
+10,922
| +150% | +$500K | 0.13% | 178 |
|
|
2020
Q4 | $297K | Hold |
7,300
| – | – | 0.04% | 337 |
|
|
2020
Q3 | $307K | Buy |
7,300
+100
| +1% | +$4.21K | 0.05% | 295 |
|
|
2020
Q2 | $309K | Hold |
7,200
| – | – | 0.06% | 280 |
|
|
2020
Q1 | $319K | Sell |
7,200
-1,327
| -16% | -$58.8K | 0.07% | 261 |
|
|
2019
Q4 | $455K | Sell |
8,527
-25
| -0.3% | -$1.33K | 0.08% | 262 |
|
|
2019
Q3 | $443K | Sell |
8,552
-4
| -0% | -$207 | 0.08% | 271 |
|
|
2019
Q2 | $424K | Buy |
8,556
+326
| +4% | +$16.2K | 0.09% | 234 |
|
|
2019
Q1 | $370K | Buy |
8,230
+980
| +14% | +$44.1K | 0.09% | 248 |
|
|
2018
Q4 | $258K | Hold |
7,250
| – | – | 0.08% | 267 |
|
|
2018
Q3 | $293K | Hold |
7,250
| – | – | 0.07% | 278 |
|
|
2018
Q2 | $313K | Hold |
7,250
| – | – | 0.08% | 251 |
|
|
2018
Q1 | $299K | Hold |
7,250
| – | – | 0.09% | 241 |
|
|
2017
Q4 | $352K | Hold |
7,250
| – | – | 0.1% | 222 |
|
|
2017
Q3 | $358K | Hold |
7,250
| – | – | 0.12% | 191 |
|
|
2017
Q2 | $345K | Hold |
7,250
| – | – | 0.12% | 190 |
|
|
2017
Q1 | $334K | Buy |
+7,250
| New | +$334K | 0.13% | 179 |
|