Mark Sheptoff Financial Planning’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$5K | – | 430 |
|
|
2021
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 322 |
|
|
2015
Q3 | – | Sell |
-500
| Closed | -$20K | – | 445 |
|
|
2015
Q2 | $20K | Hold |
500
| – | – | 0.02% | 226 |
|
|
2015
Q1 | $21K | Hold |
500
| – | – | 0.02% | 218 |
|
|
2014
Q4 | $25K | Hold |
500
| – | – | 0.02% | 202 |
|
|
2014
Q3 | $26K | Buy |
500
+200
| +67% | +$10.4K | 0.02% | 207 |
|
|
2014
Q2 | $14K | Sell |
300
-200
| -40% | -$9.33K | 0.01% | 251 |
|
|
2014
Q1 | $23K | Buy |
+500
| New | +$23K | 0.02% | 227 |
|