RSWM
Robertson Stephens Wealth Management’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,347
| Closed | -$228K | – | 390 |
|
|
2022
Q2 | $228K | Sell |
4,347
-117
| -3% | -$6.14K | 0.02% | 335 |
|
|
2022
Q1 | $251K | Sell |
4,464
-636
| -12% | -$35.8K | 0.02% | 344 |
|
|
2021
Q4 | $240K | Buy |
5,100
+829
| +19% | +$39K | 0.02% | 354 |
|
|
2021
Q3 | $205K | Hold |
4,271
| – | – | 0.02% | 299 |
|
|
2021
Q2 | $211K | Buy |
+4,271
| New | +$211K | 0.03% | 313 |
|