SS&H Financial Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,400
| Closed | -$220K | – | 120 |
|
|
2023
Q3 | $220K | Buy |
+6,400
| New | +$220K | 0.1% | 112 |
|
|
2023
Q1 | $327K | Hold |
8,400
| – | – | 0.15% | 108 |
|
|
2022
Q4 | $335K | Hold |
8,400
| – | – | 0.16% | 101 |
|
|
2022
Q3 | $338K | Hold |
8,400
| – | – | 0.17% | 99 |
|
|
2022
Q2 | $435K | Sell |
8,400
-700
| -8% | -$36.3K | 0.2% | 93 |
|
|
2022
Q1 | $513K | Buy |
+9,100
| New | +$513K | 0.2% | 95 |
|