Regal Investment Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-5,149
| Closed | -$220K | – | 1015 |
|
|
2015
Q1 | $220K | Buy |
5,149
+612
| +13% | +$26.1K | 0.05% | 242 |
|
|
2014
Q4 | $223K | Buy |
4,537
+1,037
| +30% | +$51K | 0.06% | 212 |
|
|
2014
Q3 | $180K | Buy |
3,500
+1,984
| +131% | +$102K | 0.05% | 229 |
|
|
2014
Q2 | $72K | Buy |
+1,516
| New | +$72K | 0.03% | 325 |
|
|
2013
Q4 | – | Sell |
-187
| Closed | -$8K | – | 956 |
|
|
2013
Q3 | $8K | Sell |
187
-53
| -22% | -$2.27K | ﹤0.01% | 649 |
|
|
2013
Q2 | $10K | Buy |
+240
| New | +$10K | 0.01% | 591 |
|