Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.3K | Sell |
1,071
-1,100
| -51% | -$53.7K | ﹤0.01% | 1179 |
|
|
2025
Q1 | $102K | Buy |
2,171
+1,100
| +103% | +$51.9K | ﹤0.01% | 1026 |
|
|
2024
Q4 | $49.8K | Sell |
1,071
-600
| -36% | -$27.9K | ﹤0.01% | 1289 |
|
|
2024
Q3 | $79.5K | Sell |
1,671
-768
| -31% | -$36.5K | ﹤0.01% | 986 |
|
|
2024
Q2 | $92.4K | Hold |
2,439
| – | – | ﹤0.01% | 914 |
|
|
2024
Q1 | $98K | Buy |
2,439
+512
| +27% | +$20.6K | ﹤0.01% | 996 |
|
|
2023
Q4 | $74.7K | Sell |
1,927
-1,200
| -38% | -$46.5K | ﹤0.01% | 1076 |
|
|
2023
Q3 | $108K | Sell |
3,127
-28
| -0.9% | -$963 | ﹤0.01% | 933 |
|
|
2023
Q2 | $127K | Buy |
3,155
+137
| +5% | +$5.54K | ﹤0.01% | 894 |
|
|
2023
Q1 | $117K | Buy |
3,018
+1,515
| +101% | +$58.9K | ﹤0.01% | 913 |
|
|
2022
Q4 | $60K | Buy |
1,503
+32
| +2% | +$1.28K | ﹤0.01% | 926 |
|
|
2022
Q3 | $59K | Sell |
1,471
-1,617
| -52% | -$64.9K | ﹤0.01% | 895 |
|
|
2022
Q2 | $160K | Sell |
3,088
-1,838
| -37% | -$95.2K | 0.01% | 842 |
|
|
2022
Q1 | $278K | Sell |
4,926
-24
| -0.5% | -$1.35K | 0.01% | 749 |
|
|
2021
Q4 | $230K | Hold |
4,950
| – | – | 0.01% | 1034 |
|
|
2021
Q3 | $238K | Sell |
4,950
-150
| -3% | -$7.21K | 0.01% | 856 |
|
|
2021
Q2 | $253K | Sell |
5,100
-227
| -4% | -$11.3K | 0.01% | 851 |
|
|
2021
Q1 | $244K | Buy |
+5,327
| New | +$244K | 0.01% | 972 |
|