Ascent Wealth Partners’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-3,320
Closed -$214K 114
2014
Q3
$214K Hold
3,320
0.14% 100
2014
Q2
$240K Sell
3,320
-70
-2% -$5.06K 0.15% 94
2014
Q1
$222K Sell
3,390
-40
-1% -$2.62K 0.15% 95
2013
Q4
$210K Buy
+3,430
New +$210K 0.15% 96