SVB Wealth’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,528
| Closed | -$72.1K | – | 1535 |
|
|
2025
Q1 | $72.1K | Buy |
+1,528
| New | +$72.1K | ﹤0.01% | 465 |
|
|
2021
Q4 | – | Sell |
-4,996
| Closed | -$240K | – | 950 |
|
|
2021
Q3 | $240K | Buy |
4,996
+789
| +19% | +$37.9K | ﹤0.01% | 855 |
|
|
2021
Q2 | $208K | Buy |
+4,207
| New | +$208K | ﹤0.01% | 880 |
|