OneDigital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-458
| Closed | -$23K | – | 1060 |
|
|
2019
Q2 | $23K | Hold |
458
| – | – | ﹤0.01% | 772 |
|
|
2019
Q1 | $21K | Hold |
458
| – | – | ﹤0.01% | 718 |
|
|
2018
Q4 | $16K | Buy |
+458
| New | +$16K | ﹤0.01% | 752 |
|
|
2018
Q3 | – | Sell |
-458
| Closed | -$20K | – | 1234 |
|
|
2018
Q2 | $20K | Sell |
458
-50
| -10% | -$2.18K | ﹤0.01% | 811 |
|
|
2018
Q1 | $21K | Hold |
508
| – | – | ﹤0.01% | 807 |
|
|
2017
Q4 | $25K | Hold |
508
| – | – | ﹤0.01% | 727 |
|
|
2017
Q3 | $25K | Buy |
508
+50
| +11% | +$2.46K | 0.01% | 580 |
|
|
2017
Q2 | $22K | Buy |
+458
| New | +$22K | 0.01% | 717 |
|