Pathstone Family Office’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $616K | Buy |
+17,906
| New | +$616K | ﹤0.01% | 938 |
|
|
2020
Q4 | – | Sell |
-349
| Closed | -$15K | – | 1323 |
|
|
2020
Q3 | $15K | Buy |
+349
| New | +$15K | ﹤0.01% | 539 |
|
|
2020
Q2 | – | Sell |
-434
| Closed | -$19K | – | 962 |
|
|
2020
Q1 | $19K | Buy |
+434
| New | +$19K | ﹤0.01% | 423 |
|
|
2019
Q4 | – | Sell |
-233
| Closed | -$12K | – | 616 |
|
|
2019
Q3 | $12K | Hold |
233
| – | – | ﹤0.01% | 462 |
|
|
2019
Q2 | $12K | Hold |
233
| – | – | ﹤0.01% | 508 |
|
|
2019
Q1 | $10K | Buy |
+233
| New | +$10K | ﹤0.01% | 517 |
|