Alera Investment Advisors’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$299K Sell
4,631
-423
-8% -$27.3K 0.04% 205
2024
Q2
$337K Buy
5,054
+2,056
+69% +$137K 0.04% 179
2024
Q1
$206K Buy
2,998
+3
+0.1% +$206 0.03% 161
2023
Q4
$202K Buy
+2,995
New +$202K 0.03% 158
2019
Q2
Sell
-783
Closed -$44K 941
2019
Q1
$44K Buy
783
+69
+10% +$3.88K 0.02% 181
2018
Q4
$37K Buy
+714
New +$37K 0.02% 201