WAG

Wiser Advisor Group’s TC Energy TRP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,256	Closed	-$343K	–	234
2025 Q1	$343K	Sell	7,256 -886	-11%	-$41.8K	0.51%	39
2024 Q4	$379K	Buy	8,142 +145	+2%	+$6.75K	0.55%	37
2024 Q3	$380K	Buy	+7,997	New	+$380K	0.57%	36