Redwood Wealth Management Group’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
$547K Sell
11,213
-193
-2% -$9.42K 0.25% 90
2025
Q1
$538K Sell
11,406
-940
-8% -$44.4K 0.27% 81
2024
Q4
$575K Sell
12,346
-405
-3% -$18.8K 0.28% 81
2024
Q3
$606K Sell
12,751
-1,239
-9% -$58.9K 0.3% 72
2024
Q2
$530K Sell
13,990
-71
-0.5% -$2.69K 0.4% 53
2024
Q1
$565K Sell
14,061
-330
-2% -$13.3K 0.6% 48
2023
Q4
$563K Sell
14,391
-875
-6% -$34.2K 0.62% 42
2023
Q3
$525K Buy
15,266
+100
+0.7% +$3.44K 0.61% 49
2023
Q2
$613K Buy
15,166
+150
+1% +$6.06K 0.68% 42
2023
Q1
$584K Buy
15,016
+4,215
+39% +$164K 0.66% 44
2022
Q4
$431K Buy
+10,801
New +$431K 0.54% 51