Sutton Wealth 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
Q1 | – | Sell |
-45
| Closed | -$1.79K | – | 1510 |
|
2022
Q4 | $1.79K | Buy |
45
+25
| +125% | +$997 | ﹤0.01% | 1222 |
|
2022
Q3 | $806 | Buy |
+20
| New | +$806 | ﹤0.01% | 1354 |
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$80.9K | – | 1190 |
|
2018
Q3 | $80.9K | Hold |
2,000
| – | – | 0.05% | 218 |
|
2018
Q2 | $86.4K | Hold |
2,000
| – | – | 0.06% | 212 |
|
2018
Q1 | $82.6K | Hold |
2,000
| – | – | 0.06% | 216 |
|
2017
Q4 | $97.3K | Hold |
2,000
| – | – | 0.07% | 198 |
|
2017
Q3 | $98.9K | Hold |
2,000
| – | – | 0.08% | 193 |
|
2017
Q2 | $95.3K | Buy |
+2,000
| New | +$95.3K | 0.08% | 198 |
|