Physician Wealth Advisors’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 | $198K | Hold |
4,048
| – | – | 0.03% | 186 |
|
|
2025
Q1 | $191K | Hold |
4,048
| – | – | 0.03% | 186 |
|
|
2024
Q4 | $188K | Buy |
+4,048
| New | +$188K | 0.03% | 189 |
|
|
2022
Q3 | – | Sell |
-4,048
| Closed | -$214K | – | 151 |
|
|
2022
Q2 | $214K | Sell |
4,048
-502
| -11% | -$26.5K | 0.06% | 141 |
|
|
2022
Q1 | $255K | Hold |
4,550
| – | – | 0.07% | 135 |
|
|
2021
Q4 | $222K | Hold |
4,550
| – | – | 0.06% | 150 |
|
|
2021
Q3 | $244K | Hold |
4,550
| – | – | 0.07% | 138 |
|
|
2021
Q2 | $221K | Hold |
4,550
| – | – | 0.06% | 140 |
|
|
2021
Q1 | $214K | Buy |
+4,550
| New | +$214K | 0.07% | 133 |
|