Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-41,339
| Closed | -$1.67M | – | 120 |
|
|
2018
Q3 | $1.67M | Sell |
41,339
-21
| -0.1% | -$850 | 0.74% | 66 |
|
|
2018
Q2 | $1.79M | Buy |
41,360
+2,032
| +5% | +$87.8K | 0.87% | 49 |
|
|
2018
Q1 | $1.63M | Sell |
39,328
-776
| -2% | -$32.1K | 0.85% | 49 |
|
|
2017
Q4 | $1.95M | Buy |
40,104
+102
| +0.3% | +$4.96K | 1.06% | 38 |
|
|
2017
Q3 | $1.98M | Sell |
40,002
-1,313
| -3% | -$64.9K | 1.11% | 38 |
|
|
2017
Q2 | $1.97M | Buy |
41,315
+1,859
| +5% | +$88.6K | 1.2% | 32 |
|
|
2017
Q1 | $1.82M | Buy |
39,456
+8,719
| +28% | +$402K | 1.21% | 35 |
|
|
2016
Q4 | $1.39M | Buy |
+30,737
| New | +$1.39M | 1.11% | 36 |
|