WR Wealth Planners’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-61
| Closed | -$2.9K | – | 1187 |
|
|
2024
Q3 | $2.9K | Hold |
61
| – | – | ﹤0.01% | 829 |
|
|
2024
Q2 | $2.31K | Sell |
61
-60
| -50% | -$2.27K | ﹤0.01% | 859 |
|
|
2024
Q1 | $4.86K | Buy |
+121
| New | +$4.86K | ﹤0.01% | 725 |
|
|
2023
Q4 | – | Sell |
-61
| Closed | -$2.1K | – | 804 |
|
|
2023
Q3 | $2.1K | Hold |
61
| – | – | ﹤0.01% | 774 |
|
|
2023
Q2 | $2.47K | Hold |
61
| – | – | ﹤0.01% | 751 |
|
|
2023
Q1 | $2.37K | Sell |
61
-59
| -49% | -$2.3K | ﹤0.01% | 757 |
|
|
2022
Q4 | $4.78K | Hold |
120
| – | – | ﹤0.01% | 329 |
|
|
2022
Q3 | $4.84K | Hold |
120
| – | – | ﹤0.01% | 316 |
|
|
2022
Q2 | $6.22K | Hold |
120
| – | – | ﹤0.01% | 323 |
|
|
2022
Q1 | $6.77K | Buy |
+120
| New | +$6.77K | ﹤0.01% | 334 |
|