Liberty 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,553
| Closed | -$76K | – | 1018 |
|
2021
Q3 | $76K | Buy |
1,553
+788
| +103% | +$38.6K | 0.03% | 340 |
|
2021
Q2 | $38K | Buy |
765
+14
| +2% | +$695 | 0.01% | 379 |
|
2021
Q1 | $32K | Hold |
751
| – | – | 0.02% | 376 |
|
2020
Q4 | $32K | Buy |
751
+246
| +49% | +$10.5K | 0.02% | 373 |
|
2020
Q3 | $21K | Buy |
505
+89
| +21% | +$3.7K | 0.01% | 394 |
|
2020
Q2 | $18K | Buy |
416
+137
| +49% | +$5.93K | 0.01% | 398 |
|
2020
Q1 | $12K | Buy |
279
+17
| +6% | +$731 | 0.01% | 441 |
|
2019
Q4 | $14K | Buy |
262
+2
| +0.8% | +$107 | 0.01% | 485 |
|
2019
Q3 | $13K | Buy |
+260
| New | +$13K | 0.01% | 476 |
|