Sugarloaf 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $17.2K | Buy |
369
+4
| +1% | +$186 | ﹤0.01% | 423 |
|
2024
Q3 | $17.4K | Buy |
365
+4
| +1% | +$190 | ﹤0.01% | 434 |
|
2024
Q2 | $13.7K | Buy |
361
+5
| +1% | +$190 | ﹤0.01% | 449 |
|
2024
Q1 | $14.3K | Buy |
356
+5
| +1% | +$201 | ﹤0.01% | 449 |
|
2023
Q4 | $13.7K | Buy |
351
+5
| +1% | +$196 | ﹤0.01% | 450 |
|
2023
Q3 | $11.9K | Buy |
346
+5
| +1% | +$172 | ﹤0.01% | 446 |
|
2023
Q2 | $13.8K | Buy |
341
+5
| +1% | +$202 | ﹤0.01% | 438 |
|
2023
Q1 | $13.1K | Buy |
336
+3
| +0.9% | +$117 | ﹤0.01% | 444 |
|
2022
Q4 | $13.3K | Buy |
333
+3
| +0.9% | +$120 | ﹤0.01% | 460 |
|
2022
Q3 | $14K | Buy |
330
+4
| +1% | +$170 | ﹤0.01% | 469 |
|
2022
Q2 | $17K | Buy |
326
+3
| +0.9% | +$156 | ﹤0.01% | 431 |
|
2022
Q1 | $18K | Buy |
323
+3
| +0.9% | +$167 | ﹤0.01% | 420 |
|
2021
Q4 | $15K | Buy |
320
+3
| +0.9% | +$141 | ﹤0.01% | 464 |
|
2021
Q3 | $15K | Buy |
317
+3
| +1% | +$142 | ﹤0.01% | 476 |
|
2021
Q2 | $16K | Buy |
314
+4
| +1% | +$204 | ﹤0.01% | 449 |
|
2021
Q1 | $14 | Buy |
310
+4
| +1% | – | ﹤0.01% | 470 |
|
2020
Q4 | $12K | Buy |
306
+4
| +1% | +$157 | ﹤0.01% | 464 |
|
2020
Q3 | $13K | Buy |
302
+3
| +1% | +$129 | ﹤0.01% | 426 |
|
2020
Q2 | $13K | Buy |
+299
| New | +$13K | 0.01% | 415 |
|
2020
Q1 | – | Sell |
-293
| Closed | -$16K | – | 755 |
|
2019
Q4 | $16K | Buy |
+293
| New | +$16K | 0.01% | 403 |
|