NewEdge Wealth’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,438
| Closed | -$217K | – | 639 |
|
|
2022
Q4 | $217K | Sell |
5,438
-1,273
| -19% | -$50.7K | 0.01% | 508 |
|
|
2022
Q3 | $270K | Sell |
6,711
-12,659
| -65% | -$509K | 0.01% | 445 |
|
|
2022
Q2 | $1M | Buy |
+19,370
| New | +$1M | 0.05% | 283 |
|
|
2022
Q1 | – | Sell |
-4,692
| Closed | -$218K | – | 447 |
|
|
2021
Q4 | $218K | Buy |
+4,692
| New | +$218K | 0.01% | 379 |
|