Mount Yale Investment Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $961K | Buy |
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|
2024
Q3 | $947K | Sell |
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|
2024
Q2 | $781K | Buy |
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|
2024
Q1 | $799K | Buy |
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|
2023
Q4 | $763K | Buy |
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|
2023
Q3 | $665K | Sell |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $526K | Sell |
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|
2022
Q3 | $622K | Sell |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $899K | Buy |
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|
2021
Q3 | $848K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $54K | Buy |
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|
2018
Q2 | $39K | Buy |
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|
2018
Q1 | $27K | Buy |
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