Tyler-Stone 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
Q3 | – | Sell |
-381
| Closed | -$14.4K | – | 841 |
|
|
2024
Q2 | $14.4K | Buy |
381
+5
| +1% | +$189 | 0.01% | 572 |
|
|
2024
Q1 | $15.1K | Sell |
376
-57
| -13% | -$2.29K | 0.01% | 562 |
|
|
2023
Q4 | $16.9K | Sell |
433
-79
| -15% | -$3.09K | 0.01% | 525 |
|
|
2023
Q3 | $18K | Buy |
512
+8
| +2% | +$281 | 0.01% | 494 |
|
|
2023
Q2 | $20K | Buy |
+504
| New | +$20K | 0.01% | 485 |
|
|
2022
Q4 | $20K | Buy |
493
+6
| +1% | +$243 | 0.01% | 448 |
|
|
2022
Q3 | $20K | Buy |
487
+4
| +0.8% | +$164 | 0.02% | 439 |
|
|
2022
Q2 | $25K | Buy |
483
+5
| +1% | +$259 | 0.02% | 416 |
|
|
2022
Q1 | $27K | Buy |
478
+5
| +1% | +$282 | 0.01% | 426 |
|
|
2021
Q4 | $22K | Buy |
+473
| New | +$22K | 0.01% | 480 |
|