Marcum Wealth’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,617
| Closed | -$220K | – | 432 |
|
|
2024
Q3 | $220K | Buy |
+4,617
| New | +$220K | 0.02% | 345 |
|
|
2023
Q3 | – | Sell |
-5,704
| Closed | -$230K | – | 397 |
|
|
2023
Q2 | $230K | Buy |
+5,704
| New | +$230K | 0.03% | 302 |
|
|
2022
Q3 | – | Sell |
-4,489
| Closed | -$233K | – | 394 |
|
|
2022
Q2 | $233K | Buy |
4,489
+4
| +0.1% | +$208 | 0.03% | 273 |
|
|
2022
Q1 | $253K | Buy |
+4,485
| New | +$253K | 0.03% | 275 |
|