WFG Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $17K | Buy |
351
+3
| +0.9% | +$145 | ﹤0.01% | 992 |
|
|
2017
Q1 | $16K | Buy |
348
+3
| +0.9% | +$138 | ﹤0.01% | 946 |
|
|
2016
Q4 | $16K | Buy |
345
+2
| +0.6% | +$93 | ﹤0.01% | 987 |
|
|
2016
Q3 | $16K | Buy |
343
+3
| +0.9% | +$140 | ﹤0.01% | 1005 |
|
|
2016
Q2 | $15K | Buy |
340
+3
| +0.9% | +$132 | ﹤0.01% | 986 |
|
|
2016
Q1 | $13K | Buy |
337
+3
| +0.9% | +$116 | ﹤0.01% | 994 |
|
|
2015
Q4 | $11K | Buy |
334
+4
| +1% | +$132 | ﹤0.01% | 1056 |
|
|
2015
Q3 | $10K | Buy |
330
+3
| +0.9% | +$91 | ﹤0.01% | 1097 |
|
|
2015
Q2 | $13K | Sell |
327
-184
| -36% | -$7.32K | ﹤0.01% | 1113 |
|
|
2015
Q1 | $22K | Sell |
511
-2,802
| -85% | -$121K | 0.01% | 956 |
|
|
2014
Q4 | $163K | Sell |
3,313
-557
| -14% | -$27.4K | 0.03% | 491 |
|
|
2014
Q3 | $199K | Buy |
3,870
+10
| +0.3% | +$514 | 0.04% | 450 |
|
|
2014
Q2 | $184K | Buy |
3,860
+11
| +0.3% | +$524 | 0.03% | 463 |
|
|
2014
Q1 | $175K | Sell |
3,849
-184
| -5% | -$8.37K | 0.04% | 468 |
|
|
2013
Q4 | $184K | Sell |
4,033
-27
| -0.7% | -$1.23K | 0.03% | 541 |
|
|
2013
Q3 | $178K | Buy |
4,060
+119
| +3% | +$5.22K | 0.03% | 526 |
|
|
2013
Q2 | $170K | Buy |
+3,941
| New | +$170K | 0.03% | 505 |
|