Wills Financial Group’s TC Energy TRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$228K Buy
2018
Q4
Sell
2018
Q3
$539K Sell
2018
Q2
$623K Sell
2018
Q1
$864K Sell
2017
Q4
$1.09M Sell
2017
Q3
$1.14M Sell
2017
Q2
$1.11M Sell
2017
Q1
$1.1M Sell
2016
Q4
$1.1M Buy
2016
Q3
$1.16M Sell
2016
Q2
$1.18M Buy
2016
Q1
$1.02M Sell
2015
Q4
$945K Sell
2015
Q3
$1.21M Sell
2015
Q2
$1.72M Buy
2015
Q1
$1.74M Buy
2014
Q4
$1.97M Buy
2014
Q3
$2.06M Buy
2014
Q2
$1.91M Buy
2014
Q1
$1.54M Buy
2013
Q4
$1.51M Buy