AWM
AllSquare Wealth Management’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
1,274
| – | – | 0.12% | 104 |
|
|
2025
Q1 | $180K | Buy |
1,274
+83
| +7% | +$11.7K | 0.11% | 111 |
|
|
2024
Q4 | $170K | Hold |
1,191
| – | – | 0.1% | 116 |
|
|
2024
Q3 | $180K | Sell |
1,191
-326
| -21% | -$49.2K | 0.1% | 114 |
|
|
2024
Q2 | $228K | Hold |
1,517
| – | – | 0.14% | 92 |
|
|
2024
Q1 | $220K | Hold |
1,517
| – | – | 0.13% | 99 |
|
|
2023
Q4 | $213K | Sell |
1,517
-73
| -5% | -$10.3K | 0.13% | 98 |
|
|
2023
Q3 | $196K | Hold |
1,590
| – | – | 0.13% | 98 |
|
|
2023
Q2 | $196K | Hold |
1,590
| – | – | 0.13% | 97 |
|
|
2023
Q1 | $209K | Hold |
1,590
| – | – | 0.14% | 90 |
|
|
2022
Q4 | $183K | Hold |
1,590
| – | – | 0.13% | 93 |
|
|
2022
Q3 | $175K | Hold |
1,590
| – | – | 0.13% | 91 |
|
|
2022
Q2 | $180K | Hold |
1,590
| – | – | 0.12% | 98 |
|
|
2022
Q1 | $208K | Buy |
1,590
+31
| +2% | +$4.06K | 0.12% | 95 |
|
|
2021
Q4 | $252K | Sell |
1,559
-67
| -4% | -$10.8K | 0.15% | 86 |
|
|
2021
Q3 | $223K | Hold |
1,626
| – | – | 0.13% | 87 |
|
|
2021
Q2 | $220K | Buy |
1,626
+104
| +7% | +$14.1K | 0.13% | 91 |
|
|
2021
Q1 | $197K | Buy |
1,522
+331
| +28% | +$42.8K | 0.12% | 93 |
|
|
2020
Q4 | $144K | Hold |
1,191
| – | – | 0.1% | 110 |
|
|
2020
Q3 | $116K | Hold |
1,191
| – | – | 0.08% | 117 |
|
|
2020
Q2 | $97K | Hold |
1,191
| – | – | 0.07% | 125 |
|
|
2020
Q1 | $75K | Hold |
1,191
| – | – | 0.07% | 133 |
|
|
2019
Q4 | $114K | Hold |
1,191
| – | – | 0.08% | 119 |
|
|
2019
Q3 | $111K | Hold |
1,191
| – | – | 0.08% | 119 |
|
|
2019
Q2 | $114K | Hold |
1,191
| – | – | 0.09% | 112 |
|
|
2019
Q1 | $96K | Sell |
1,191
-150
| -11% | -$12.1K | 0.07% | 132 |
|
|
2018
Q4 | $101K | Hold |
1,341
| – | – | 0.08% | 117 |
|
|
2018
Q3 | $118K | Sell |
1,341
-348
| -21% | -$30.6K | 0.09% | 109 |
|
|
2018
Q2 | $152K | Buy |
1,689
+341
| +25% | +$30.7K | 0.11% | 96 |
|
|
2018
Q1 | $135K | Hold |
1,348
| – | – | 0.11% | 91 |
|
|
2017
Q4 | $128K | Sell |
1,348
-16
| -1% | -$1.52K | 0.1% | 93 |
|
|
2017
Q3 | $113K | Buy |
+1,364
| New | +$113K | 0.09% | 95 |
|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$75K | – | 342 |
|
|
2017
Q1 | $75K | Sell |
1,000
-200
| -17% | -$15K | 0.07% | 107 |
|
|
2016
Q4 | $83K | Hold |
1,200
| – | – | 0.08% | 106 |
|
|
2016
Q3 | $77K | Hold |
1,200
| – | – | 0.07% | 96 |
|
|
2016
Q2 | $69K | Hold |
1,200
| – | – | 0.07% | 98 |
|
|
2016
Q1 | $74K | Sell |
1,200
-600
| -33% | -$37K | 0.07% | 92 |
|
|
2015
Q4 | $116K | Hold |
1,800
| – | – | 0.12% | 69 |
|
|
2015
Q3 | $108K | Hold |
1,800
| – | – | 0.11% | 70 |
|
|
2015
Q2 | $116K | Hold |
1,800
| – | – | 0.11% | 74 |
|
|
2015
Q1 | $129K | Hold |
1,800
| – | – | 0.12% | 73 |
|
|
2014
Q4 | $114K | Buy |
+1,800
| New | +$114K | 0.11% | 75 |
|