Marcum Wealth’s TC Energy TRP Stock Holding History

Marcum Wealth’s Portfolio TRP Stock Details TRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$220K	Buy
2023 Q3	–	Sell
2023 Q2	$230K	Buy
2022 Q3	–	Sell
2022 Q2	$233K	Buy
2022 Q1	$253K	Buy