Silverlake Wealth Management’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-8,488
| Closed | -$343K | – | 240 |
|
2023
Q2 | $343K | Sell |
8,488
-415
| -5% | -$16.8K | 0.19% | 139 |
|
2023
Q1 | $346K | Buy |
8,903
+2
| +0% | +$78 | 0.21% | 131 |
|
2022
Q4 | $355K | Buy |
8,901
+1
| +0% | +$40 | 0.22% | 117 |
|
2022
Q3 | $359K | Buy |
8,900
+1
| +0% | +$40 | 0.24% | 110 |
|
2022
Q2 | $461K | Buy |
8,899
+1,002
| +13% | +$51.9K | 0.3% | 83 |
|
2022
Q1 | $446K | Buy |
7,897
+140
| +2% | +$7.9K | 0.25% | 101 |
|
2021
Q4 | $361K | Buy |
+7,757
| New | +$361K | 0.19% | 129 |
|