Stratos Wealth Partners’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,324
| Closed | -$201K | – | 1501 |
|
2024
Q4 | $201K | Sell |
4,324
-61
| -1% | -$2.84K | ﹤0.01% | 1351 |
|
2024
Q3 | $209K | Buy |
+4,385
| New | +$209K | ﹤0.01% | 1324 |
|
2018
Q4 | – | Sell |
-886
| Closed | -$36K | – | 2369 |
|
2018
Q3 | $36K | Buy |
+886
| New | +$36K | ﹤0.01% | 1613 |
|
2018
Q2 | – | Sell |
-987
| Closed | -$41K | – | 2449 |
|
2018
Q1 | $41K | Sell |
987
-265
| -21% | -$11K | ﹤0.01% | 1682 |
|
2017
Q4 | $61K | Buy |
+1,252
| New | +$61K | ﹤0.01% | 1423 |
|