Wealthspire Advisors (New York)’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,383
| Closed | -$562K | – | 668 |
|
|
2023
Q4 | $562K | Buy |
14,383
+300
| +2% | +$11.7K | 0.01% | 401 |
|
|
2023
Q3 | $485K | Hold |
14,083
| – | – | 0.01% | 400 |
|
|
2023
Q2 | $569K | Hold |
14,083
| – | – | 0.01% | 339 |
|
|
2023
Q1 | $548K | Sell |
14,083
-2,095
| -13% | -$81.5K | 0.01% | 338 |
|
|
2022
Q4 | $645K | Sell |
16,178
-205
| -1% | -$8.17K | 0.01% | 341 |
|
|
2022
Q3 | $660K | Hold |
16,383
| – | – | 0.01% | 295 |
|
|
2022
Q2 | $849K | Buy |
+16,383
| New | +$849K | 0.02% | 230 |
|
|
2020
Q2 | – | Sell |
-6,793
| Closed | -$301K | – | 503 |
|
|
2020
Q1 | $301K | Buy |
+6,793
| New | +$301K | 0.01% | 381 |
|
|
2019
Q1 | – | Sell |
-507
| Closed | -$18K | – | 724 |
|
|
2018
Q4 | $18K | Buy |
+507
| New | +$18K | ﹤0.01% | 367 |
|