Patriot Financial Group Insurance Agency’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,804
| Closed | -$93K | – | 1829 |
|
2022
Q2 | $93K | Buy |
1,804
+7
| +0.4% | +$361 | 0.02% | 568 |
|
2022
Q1 | $101K | Buy |
1,797
+6
| +0.3% | +$337 | 0.02% | 586 |
|
2021
Q4 | $83K | Buy |
1,791
+6
| +0.3% | +$278 | 0.01% | 702 |
|
2021
Q3 | $86K | Buy |
1,785
+6
| +0.3% | +$289 | 0.02% | 705 |
|
2021
Q2 | $88K | Buy |
1,779
+15
| +0.9% | +$742 | 0.02% | 673 |
|
2021
Q1 | $81K | Buy |
1,764
+1,664
| +1,664% | +$76.4K | 0.02% | 624 |
|
2020
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1511 |
|