Wealthspire Advisors (Maryland)’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,008
| Closed | -$90K | – | 1942 |
|
|
2019
Q1 | $90K | Buy |
2,008
+10
| +0.5% | +$448 | 0.01% | 678 |
|
|
2018
Q4 | $71K | Sell |
1,998
-143
| -7% | -$5.08K | 0.01% | 722 |
|
|
2018
Q3 | $87K | Buy |
2,141
+121
| +6% | +$4.92K | 0.01% | 747 |
|
|
2018
Q2 | $87K | Sell |
2,020
-84
| -4% | -$3.62K | 0.01% | 761 |
|
|
2018
Q1 | $87K | Buy |
2,104
+625
| +42% | +$25.8K | 0.01% | 760 |
|
|
2017
Q4 | $72K | Sell |
1,479
-174
| -11% | -$8.47K | 0.01% | 855 |
|
|
2017
Q3 | $82K | Sell |
1,653
-16
| -1% | -$794 | 0.01% | 789 |
|
|
2017
Q2 | $80K | Buy |
1,669
+559
| +50% | +$26.8K | 0.01% | 782 |
|
|
2017
Q1 | $51K | Buy |
1,110
+546
| +97% | +$25.1K | 0.01% | 796 |
|
|
2016
Q4 | $25K | Buy |
564
+140
| +33% | +$6.21K | ﹤0.01% | 959 |
|
|
2016
Q3 | $20K | Buy |
+424
| New | +$20K | ﹤0.01% | 1058 |
|