Omnia Family Wealth’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-260
| Closed | -$12K | – | 488 |
|
|
2019
Q1 | $12K | Hold |
260
| – | – | 0.01% | 253 |
|
|
2018
Q4 | $9K | Hold |
260
| – | – | ﹤0.01% | 252 |
|
|
2018
Q3 | $11K | Hold |
260
| – | – | 0.01% | 253 |
|
|
2018
Q2 | $11K | Hold |
260
| – | – | 0.01% | 246 |
|
|
2018
Q1 | $11K | Buy |
260
+3
| +1% | +$127 | 0.01% | 256 |
|
|
2017
Q4 | $13K | Buy |
257
+2
| +0.8% | +$101 | 0.01% | 269 |
|
|
2017
Q3 | $13K | Buy |
255
+2
| +0.8% | +$102 | 0.01% | 245 |
|
|
2017
Q2 | $12K | Buy |
253
+3
| +1% | +$142 | 0.01% | 264 |
|
|
2017
Q1 | $12K | Buy |
250
+2
| +0.8% | +$96 | 0.01% | 266 |
|
|
2016
Q4 | $11K | Buy |
+248
| New | +$11K | 0.01% | 280 |
|