Waverly Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-54
| Closed | -$3K | – | 657 |
|
|
2014
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 705 |
|
|
2014
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 676 |
|
|
2014
Q1 | $2K | Sell |
54
-50
| -48% | -$1.85K | ﹤0.01% | 664 |
|
|
2013
Q4 | $5K | Buy |
104
+54
| +108% | +$2.6K | ﹤0.01% | 683 |
|
|
2013
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 549 |
|