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Summit Financial Wealth Advisors’s TC Energy TRP Stock Holding History

Summit Financial Wealth Advisors’s Portfolio TRP Stock Details TRP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-50,880
Closed -$2.43M – 151
2017
Q2 		$2.43M Buy
50,880
+2,120
+4% +$101K 0.96% 31
2017
Q1 		$2.25M Buy
48,760
+2,380
+5% +$110K 0.98% 36
2016
Q4 		$2.09M Buy
+46,380
New +$2.09M 0.92% 35