BerganKDV Wealth Management’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-285
| Closed | -$15K | – | 1069 |
|
|
2022
Q2 | $15K | Hold |
285
| – | – | ﹤0.01% | 526 |
|
|
2022
Q1 | $14K | Hold |
285
| – | – | ﹤0.01% | 568 |
|
|
2021
Q4 | $14K | Sell |
285
-5
| -2% | -$246 | ﹤0.01% | 606 |
|
|
2021
Q3 | $14K | Buy |
290
+111
| +62% | +$5.36K | ﹤0.01% | 588 |
|
|
2021
Q2 | $8K | Hold |
179
| – | – | ﹤0.01% | 647 |
|
|
2021
Q1 | $8K | Hold |
179
| – | – | ﹤0.01% | 614 |
|
|
2020
Q4 | $8K | Hold |
179
| – | – | ﹤0.01% | 604 |
|
|
2020
Q3 | $6K | Hold |
179
| – | – | ﹤0.01% | 568 |
|
|
2020
Q2 | $7K | Sell |
179
-162
| -48% | -$6.34K | ﹤0.01% | 593 |
|
|
2020
Q1 | $13K | Hold |
341
| – | – | ﹤0.01% | 467 |
|
|
2019
Q4 | $19K | Hold |
341
| – | – | ﹤0.01% | 457 |
|
|
2019
Q3 | $18K | Hold |
341
| – | – | ﹤0.01% | 443 |
|
|
2019
Q2 | $19K | Hold |
341
| – | – | ﹤0.01% | 435 |
|
|
2019
Q1 | $19K | Hold |
341
| – | – | ﹤0.01% | 442 |
|
|
2018
Q4 | $18K | Buy |
341
+162
| +91% | +$8.55K | ﹤0.01% | 408 |
|
|
2018
Q3 | $12K | Hold |
179
| – | – | ﹤0.01% | 467 |
|
|
2018
Q2 | $11K | Buy |
+179
| New | +$11K | ﹤0.01% | 493 |
|