Bell & Brown Wealth Advisors’s Teekay TK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.66M | Buy |
200,653
+1,050
| +0.5% | +$8.66K | 0.59% | 49 |
|
2025
Q1 | $1.31M | Buy |
199,603
+7,825
| +4% | +$51.4K | 0.51% | 49 |
|
2024
Q4 | $1.33M | Buy |
191,778
+2,776
| +1% | +$19.2K | 0.49% | 49 |
|
2024
Q3 | $1.74M | Sell |
189,002
-161
| -0.1% | -$1.48K | 0.68% | 46 |
|
2024
Q2 | $1.69M | Sell |
189,163
-3,745
| -2% | -$33.5K | 0.65% | 48 |
|
2024
Q1 | $1.4M | Sell |
192,908
-8,350
| -4% | -$60.8K | 0.6% | 51 |
|
2023
Q4 | $1.44M | Buy |
+201,258
| New | +$1.44M | 0.67% | 49 |
|
2023
Q2 | $1.24M | Buy |
205,372
+2,659
| +1% | +$16.1K | 0.62% | 50 |
|
2023
Q1 | $1.25M | Sell |
202,713
-5,450
| -3% | -$33.7K | 0.67% | 48 |
|
2022
Q4 | $945K | Buy |
208,163
+2,871
| +1% | +$13K | 0.52% | 52 |
|
2022
Q3 | $737K | Sell |
205,292
-1,000
| -0.5% | -$3.59K | 0.46% | 53 |
|
2022
Q2 | $594K | Sell |
206,292
-3,060
| -1% | -$8.81K | 0.32% | 56 |
|
2022
Q1 | $664K | Buy |
+209,352
| New | +$664K | 0.3% | 56 |
|
2021
Q4 | – | Sell |
-237,509
| Closed | -$869K | – | 76 |
|
2021
Q3 | $869K | Buy |
+237,509
| New | +$869K | 0.47% | 54 |
|
2019
Q3 | – | Sell |
-227,232
| Closed | -$782K | – | 87 |
|
2019
Q2 | $782K | Buy |
227,232
+17,350
| +8% | +$59.7K | 0.69% | 54 |
|
2019
Q1 | $823K | Buy |
209,882
+10,112
| +5% | +$39.7K | 0.75% | 53 |
|
2018
Q4 | $667K | Buy |
199,770
+73,975
| +59% | +$247K | 0.71% | 54 |
|
2018
Q3 | $834K | Buy |
125,795
+5,125
| +4% | +$34K | 0.77% | 53 |
|
2018
Q2 | $935K | Buy |
120,670
+8,445
| +8% | +$65.4K | 0.92% | 45 |
|
2018
Q1 | $980K | Buy |
112,225
+1,975
| +2% | +$17.2K | 1.03% | 41 |
|
2017
Q4 | $1.03M | Buy |
+110,250
| New | +$1.03M | 1.07% | 42 |
|