Sowell Financial Services’s TC Energy TRP Stock Holding History

Sowell Financial Services’s Portfolio TRP Stock Details TRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-210	Closed	-$11K	–	2539
2021 Q1	$11K	Buy	210 +120	+133%	+$5.32K	﹤0.01%	2292
2020 Q4	$4K	Buy	90 +65	+260%	+$2.77K	﹤0.01%	2360
2020 Q3	$1K	Sell	25 -144	-85%	-$6.59K	﹤0.01%	2439
2020 Q2	$7K	Hold	169	–	–	﹤0.01%	1814
2020 Q1	$7K	Hold	169	–	–	﹤0.01%	1737
2019 Q4	$9K	Sell	169 -601	-78%	-$30.8K	﹤0.01%	1732
2019 Q3	$40K	Buy	+770	New	+$38.4K	﹤0.01%	1069

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Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return