WAG
Windsor Advisory Group’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,515
| Closed | -$595K | – | 101 |
|
|
2024
Q3 | $595K | Hold |
12,515
| – | – | 0.67% | 31 |
|
|
2024
Q2 | $474K | Sell |
12,515
-316
| -2% | -$12K | 0.95% | 22 |
|
|
2024
Q1 | $516K | Buy |
12,831
+316
| +3% | +$12.7K | 1.45% | 20 |
|
|
2023
Q4 | $489K | Hold |
12,515
| – | – | 1.46% | 22 |
|
|
2023
Q3 | $431K | Hold |
12,515
| – | – | 1.02% | 25 |
|
|
2023
Q2 | $506K | Hold |
12,515
| – | – | 1.25% | 21 |
|
|
2023
Q1 | $487K | Hold |
12,515
| – | – | 1.17% | 22 |
|
|
2022
Q4 | $499K | Buy |
+12,515
| New | +$499K | 1.32% | 21 |
|