United Capital Financial 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
Q2 | – | Sell |
-5,375
| Closed | -$209K | – | 972 |
|
|
2023
Q1 | $209K | Sell |
5,375
-18
| -0.3% | -$700 | ﹤0.01% | 914 |
|
|
2022
Q4 | $215K | Sell |
5,393
-21
| -0.4% | -$837 | ﹤0.01% | 966 |
|
|
2022
Q3 | $218K | Buy |
5,414
+36
| +0.7% | +$1.45K | ﹤0.01% | 991 |
|
|
2022
Q2 | $279K | Buy |
5,378
+292
| +6% | +$15.1K | ﹤0.01% | 962 |
|
|
2022
Q1 | $287K | Sell |
5,086
-414
| -8% | -$23.4K | ﹤0.01% | 996 |
|
|
2021
Q4 | $256K | Buy |
5,500
+268
| +5% | +$12.5K | ﹤0.01% | 1081 |
|
|
2021
Q3 | $252K | Buy |
5,232
+42
| +0.8% | +$2.02K | ﹤0.01% | 1066 |
|
|
2021
Q2 | $257K | Hold |
5,190
| – | – | ﹤0.01% | 1056 |
|
|
2021
Q1 | $237K | Buy |
5,190
+178
| +4% | +$8.13K | ﹤0.01% | 1058 |
|
|
2020
Q4 | $204K | Buy |
5,012
+12
| +0.2% | +$488 | ﹤0.01% | 1117 |
|
|
2020
Q3 | $210K | Sell |
5,000
-48
| -1% | -$2.02K | ﹤0.01% | 1061 |
|
|
2020
Q2 | $216K | Sell |
5,048
-167
| -3% | -$7.15K | ﹤0.01% | 1080 |
|
|
2020
Q1 | $231K | Sell |
5,215
-2,177
| -29% | -$96.4K | ﹤0.01% | 1028 |
|
|
2019
Q4 | $394K | Buy |
7,392
+2,131
| +41% | +$114K | ﹤0.01% | 1048 |
|
|
2019
Q3 | $272K | Sell |
5,261
-5,526
| -51% | -$286K | ﹤0.01% | 1097 |
|
|
2019
Q2 | $534K | Buy |
+10,787
| New | +$534K | ﹤0.01% | 1018 |
|