Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-300
| Closed | -$13K | – | 918 |
|
|
2020
Q3 | $13K | Buy |
+300
| New | +$13K | ﹤0.01% | 492 |
|
|
2019
Q4 | – | Sell |
-270
| Closed | -$14K | – | 560 |
|
|
2019
Q3 | $14K | Hold |
270
| – | – | ﹤0.01% | 457 |
|
|
2019
Q2 | $13K | Hold |
270
| – | – | ﹤0.01% | 462 |
|
|
2019
Q1 | $12K | Hold |
270
| – | – | ﹤0.01% | 441 |
|
|
2018
Q4 | $10K | Hold |
270
| – | – | ﹤0.01% | 427 |
|
|
2018
Q3 | $11K | Hold |
270
| – | – | ﹤0.01% | 456 |
|
|
2018
Q2 | $12K | Hold |
270
| – | – | ﹤0.01% | 462 |
|
|
2018
Q1 | $11K | Hold |
270
| – | – | ﹤0.01% | 452 |
|
|
2017
Q4 | $13K | Sell |
270
-55
| -17% | -$2.65K | ﹤0.01% | 504 |
|
|
2017
Q3 | $16K | Hold |
325
| – | – | ﹤0.01% | 445 |
|
|
2017
Q2 | $15K | Buy |
325
+55
| +20% | +$2.54K | ﹤0.01% | 426 |
|
|
2017
Q1 | $12K | Hold |
270
| – | – | ﹤0.01% | 441 |
|
|
2016
Q4 | $12K | Hold |
270
| – | – | ﹤0.01% | 436 |
|
|
2016
Q3 | $13K | Hold |
270
| – | – | ﹤0.01% | 399 |
|
|
2016
Q2 | $12K | Hold |
270
| – | – | ﹤0.01% | 360 |
|
|
2016
Q1 | $11K | Hold |
270
| – | – | ﹤0.01% | 325 |
|
|
2015
Q4 | $9K | Buy |
+270
| New | +$9K | ﹤0.01% | 348 |
|