Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,205
| Closed | -$149K | – | 609 |
|
|
2021
Q4 | $149K | Hold |
3,205
| – | – | 0.05% | 127 |
|
|
2021
Q3 | $154K | Buy |
+3,205
| New | +$154K | 0.06% | 118 |
|
|
2021
Q2 | – | Sell |
-6,100
| Closed | -$279K | – | 396 |
|
|
2021
Q1 | $279K | Hold |
6,100
| – | – | 0.12% | 89 |
|
|
2020
Q4 | $248K | Buy |
+6,100
| New | +$248K | 0.12% | 83 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$5K | – | 415 |
|
|
2017
Q3 | $5K | Sell |
100
-350
| -78% | -$17.5K | ﹤0.01% | 325 |
|
|
2017
Q2 | $21K | Buy |
+450
| New | +$21K | 0.01% | 235 |
|