YorkBridge Wealth Partners’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-250
| Closed | -$10K | – | 771 |
|
|
2018
Q3 | $10K | Hold |
250
| – | – | ﹤0.01% | 605 |
|
|
2018
Q2 | $11K | Hold |
250
| – | – | ﹤0.01% | 610 |
|
|
2018
Q1 | $11K | Hold |
250
| – | – | 0.01% | 608 |
|
|
2017
Q4 | $11K | Sell |
250
-250
| -50% | -$11K | 0.01% | 622 |
|
|
2017
Q3 | $25K | Hold |
500
| – | – | 0.01% | 469 |
|
|
2017
Q2 | $24K | Hold |
500
| – | – | 0.01% | 468 |
|
|
2017
Q1 | $23K | Hold |
500
| – | – | 0.01% | 477 |
|
|
2016
Q4 | $23K | Buy |
+500
| New | +$23K | 0.01% | 459 |
|