Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-137
| Closed | -$6K | – | 1615 |
|
|
2021
Q1 | $6K | Buy |
137
+68
| +99% | +$2.98K | ﹤0.01% | 1439 |
|
|
2020
Q4 | $3K | Hold |
69
| – | – | ﹤0.01% | 1453 |
|
|
2020
Q3 | $3K | Sell |
69
-188
| -73% | -$8.17K | ﹤0.01% | 1321 |
|
|
2020
Q2 | $11K | Buy |
257
+80
| +45% | +$3.42K | ﹤0.01% | 1194 |
|
|
2020
Q1 | $8K | Sell |
177
-78
| -31% | -$3.53K | ﹤0.01% | 1130 |
|
|
2019
Q4 | $14K | Buy |
255
+186
| +270% | +$10.2K | ﹤0.01% | 1001 |
|
|
2019
Q3 | $4K | Sell |
69
-51
| -43% | -$2.96K | ﹤0.01% | 1258 |
|
|
2019
Q2 | $6K | Buy |
120
+51
| +74% | +$2.55K | ﹤0.01% | 1167 |
|
|
2019
Q1 | $3K | Sell |
69
-218
| -76% | -$9.48K | ﹤0.01% | 1298 |
|
|
2018
Q4 | $10K | Hold |
287
| – | – | ﹤0.01% | 884 |
|
|
2018
Q3 | $11K | Hold |
287
| – | – | ﹤0.01% | 938 |
|
|
2018
Q2 | $13K | Sell |
287
-324
| -53% | -$14.7K | ﹤0.01% | 880 |
|
|
2018
Q1 | $25K | Buy |
611
+99
| +19% | +$4.05K | ﹤0.01% | 658 |
|
|
2017
Q4 | $25K | Buy |
512
+287
| +128% | +$14K | ﹤0.01% | 620 |
|
|
2017
Q3 | $11K | Buy |
+225
| New | +$11K | ﹤0.01% | 679 |
|