Arete Wealth Advisors’s Telefonica TEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-12,540
| Closed | -$51K | – | 771 |
|
2023
Q3 | $51K | Sell |
12,540
-635
| -5% | -$2.58K | 0.01% | 480 |
|
2023
Q2 | $53K | Buy |
13,175
+635
| +5% | +$2.55K | ﹤0.01% | 643 |
|
2023
Q1 | $54K | Buy |
+12,540
| New | +$54K | ﹤0.01% | 619 |
|
2022
Q4 | – | Sell |
-16,020
| Closed | -$52K | – | 705 |
|
2022
Q3 | $52K | Buy |
+16,020
| New | +$52K | 0.01% | 556 |
|
2022
Q2 | – | Sell |
-17,281
| Closed | -$80K | – | 559 |
|
2022
Q1 | $80K | Buy |
17,281
+360
| +2% | +$1.67K | 0.01% | 495 |
|
2021
Q4 | $70K | Buy |
+16,921
| New | +$70K | 0.01% | 492 |
|
2019
Q2 | – | Sell |
-13,565
| Closed | -$92K | – | 418 |
|
2019
Q1 | $92K | Buy |
+13,565
| New | +$92K | 0.02% | 380 |
|
2018
Q4 | – | Sell |
-12,496
| Closed | -$79K | – | 406 |
|
2018
Q3 | $79K | Buy |
+12,496
| New | +$79K | 0.02% | 358 |
|