Mount Yale Investment Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
22,118
+847
| +4% | +$41.3K | 0.08% | 198 |
|
|
2025
Q1 | $1M | Buy |
21,271
+614
| +3% | +$29K | 0.09% | 195 |
|
|
2024
Q4 | $961K | Buy |
20,657
+739
| +4% | +$34.4K | 0.08% | 209 |
|
|
2024
Q3 | $947K | Sell |
19,918
-677
| -3% | -$32.2K | 0.09% | 209 |
|
|
2024
Q2 | $781K | Buy |
20,595
+722
| +4% | +$27.4K | 0.06% | 255 |
|
|
2024
Q1 | $799K | Buy |
19,873
+364
| +2% | +$14.6K | 0.06% | 267 |
|
|
2023
Q4 | $763K | Buy |
19,509
+191
| +1% | +$7.47K | 0.07% | 246 |
|
|
2023
Q3 | $665K | Sell |
19,318
-10,829
| -36% | -$373K | 0.07% | 256 |
|
|
2023
Q2 | $1.22M | Buy |
30,147
+3,364
| +13% | +$136K | 0.13% | 166 |
|
|
2023
Q1 | $1.04M | Buy |
26,783
+13,576
| +103% | +$528K | 0.12% | 173 |
|
|
2022
Q4 | $526K | Sell |
13,207
-2,242
| -15% | -$89.4K | 0.06% | 271 |
|
|
2022
Q3 | $622K | Sell |
15,449
-12,278
| -44% | -$494K | 0.08% | 240 |
|
|
2022
Q2 | $1.44M | Buy |
27,727
+4,317
| +18% | +$224K | 0.18% | 128 |
|
|
2022
Q1 | $1.32M | Buy |
23,410
+4,097
| +21% | +$231K | 0.14% | 154 |
|
|
2021
Q4 | $899K | Buy |
19,313
+1,675
| +9% | +$78K | 0.09% | 222 |
|
|
2021
Q3 | $848K | Buy |
+17,638
| New | +$848K | 0.1% | 214 |
|
|
2018
Q4 | – | Sell |
-1,362
| Closed | -$54K | – | 746 |
|
|
2018
Q3 | $54K | Buy |
1,362
+452
| +50% | +$17.9K | 0.01% | 586 |
|
|
2018
Q2 | $39K | Buy |
910
+245
| +37% | +$10.5K | 0.01% | 676 |
|
|
2018
Q1 | $27K | Buy |
+665
| New | +$27K | 0.01% | 720 |
|