West Family Investments’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
8,097
+3,605
| +80% | +$176K | 0.1% | 210 |
|
|
2025
Q1 | $212K | Hold |
4,492
| – | – | 0.08% | 230 |
|
|
2024
Q4 | $209K | Sell |
4,492
-45
| -1% | -$2.09K | 0.07% | 259 |
|
|
2024
Q3 | $216K | Buy |
+4,537
| New | +$216K | 0.07% | 260 |
|
|
2022
Q3 | – | Sell |
-4,999
| Closed | -$259K | – | 259 |
|
|
2022
Q2 | $259K | Hold |
4,999
| – | – | 0.1% | 183 |
|
|
2022
Q1 | $282K | Hold |
4,999
| – | – | 0.08% | 200 |
|
|
2021
Q4 | $233K | Sell |
4,999
-2,619
| -34% | -$122K | 0.06% | 262 |
|
|
2021
Q3 | $366K | Buy |
+7,618
| New | +$366K | 0.1% | 181 |
|
|
2021
Q2 | – | Sell |
-77,093
| Closed | -$3.53M | – | 377 |
|
|
2021
Q1 | $3.53M | Buy |
+77,093
| New | +$3.53M | 1.29% | 19 |
|