LVW Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,271
| Closed | -$322K | – | 233 |
|
|
2023
Q1 | $322K | Buy |
8,271
+1,486
| +22% | +$57.8K | 0.06% | 175 |
|
|
2022
Q4 | $270K | Sell |
6,785
-68
| -1% | -$2.71K | 0.06% | 193 |
|
|
2022
Q3 | $276K | Sell |
6,853
-95
| -1% | -$3.83K | 0.06% | 181 |
|
|
2022
Q2 | $360K | Buy |
6,948
+2,947
| +74% | +$153K | 0.07% | 166 |
|
|
2022
Q1 | $226K | Buy |
+4,001
| New | +$226K | 0.04% | 215 |
|