Phillips Wealth Planners’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
5,907
-45
| -0.8% | -$2.12K | 0.25% | 146 |
|
|
2025
Q1 | $283K | Sell |
5,952
-781
| -12% | -$37.1K | 0.3% | 121 |
|
|
2024
Q4 | $314K | Sell |
6,733
-1,239
| -16% | -$57.9K | 0.31% | 112 |
|
|
2024
Q3 | $377K | Sell |
7,972
-212
| -3% | -$10K | 0.36% | 98 |
|
|
2024
Q2 | $315K | Sell |
8,184
-49
| -0.6% | -$1.89K | 0.33% | 109 |
|
|
2024
Q1 | $290K | Buy |
8,233
+2,424
| +42% | +$85.3K | 0.33% | 114 |
|
|
2023
Q4 | $225K | Sell |
5,809
-2,521
| -30% | -$97.7K | 0.27% | 138 |
|
|
2023
Q3 | $287K | Sell |
8,330
-108
| -1% | -$3.73K | 0.39% | 99 |
|
|
2023
Q2 | $341K | Buy |
8,438
+54
| +0.6% | +$2.18K | 0.45% | 85 |
|
|
2023
Q1 | $349K | Buy |
+8,384
| New | +$349K | 0.46% | 82 |
|