Burt Wealth Advisors’s Telefonica TEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-2,584
| Closed | -$9K | – | 328 |
|
2020
Q4 | $9K | Sell |
2,584
-144
| -5% | -$502 | ﹤0.01% | 289 |
|
2020
Q3 | $8K | Buy |
2,728
+108
| +4% | +$317 | ﹤0.01% | 293 |
|
2020
Q2 | $11K | Sell |
2,620
-109
| -4% | -$458 | ﹤0.01% | 264 |
|
2020
Q1 | $10K | Hold |
2,729
| – | – | ﹤0.01% | 269 |
|
2019
Q4 | $15K | Hold |
2,729
| – | – | 0.01% | 258 |
|
2019
Q3 | $17K | Hold |
2,729
| – | – | 0.01% | 256 |
|
2019
Q2 | $18K | Hold |
2,729
| – | – | 0.01% | 249 |
|
2019
Q1 | $18K | Hold |
2,729
| – | – | 0.01% | 250 |
|
2018
Q4 | $19K | Hold |
2,729
| – | – | 0.01% | 241 |
|
2018
Q3 | $17K | Hold |
2,729
| – | – | 0.01% | 267 |
|
2018
Q2 | $19K | Hold |
2,729
| – | – | 0.01% | 256 |
|
2018
Q1 | $22K | Hold |
2,729
| – | – | 0.01% | 247 |
|
2017
Q4 | $21K | Buy |
+2,729
| New | +$21K | 0.01% | 238 |
|