Plante Moran Financial Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-73
| Closed | -$3.47K | – | 992 |
|
|
2024
Q3 | $3.47K | Buy |
+73
| New | +$3.47K | ﹤0.01% | 716 |
|
|
2022
Q1 | – | Sell |
-29
| Closed | -$1K | – | 1024 |
|
|
2021
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 984 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | – | – | 1143 |
|
|
2020
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1023 |
|
|
2018
Q2 | – | Sell |
-583
| Closed | -$24K | – | 967 |
|
|
2018
Q1 | $24K | Sell |
583
-125
| -18% | -$5.15K | 0.01% | 469 |
|
|
2017
Q4 | $34K | Hold |
708
| – | – | 0.02% | 417 |
|
|
2017
Q3 | $35K | Hold |
708
| – | – | 0.02% | 381 |
|
|
2017
Q2 | $34K | Buy |
+708
| New | +$34K | 0.02% | 384 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$24K | – | 1037 |
|
|
2016
Q3 | $24K | Buy |
+500
| New | +$24K | 0.02% | 460 |
|
|
2016
Q2 | – | Sell |
-166
| Closed | -$7K | – | 936 |
|
|
2016
Q1 | $7K | Buy |
+166
| New | +$7K | 0.01% | 544 |
|
|
2015
Q3 | – | Sell |
-300
| Closed | -$12K | – | 744 |
|
|
2015
Q2 | $12K | Hold |
300
| – | – | 0.01% | 498 |
|
|
2015
Q1 | $13K | Hold |
300
| – | – | 0.01% | 480 |
|
|
2014
Q4 | $15K | Hold |
300
| – | – | 0.01% | 457 |
|
|
2014
Q3 | $15K | Hold |
300
| – | – | 0.01% | 458 |
|
|
2014
Q2 | $14K | Buy |
+300
| New | +$14K | 0.01% | 444 |
|