Castle Rock Wealth Management’s TE Connectivity TEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,054
| Closed | -$801K | – | 240 |
|
|
2023
Q4 | $801K | Sell |
6,054
-29
| -0.5% | -$3.84K | 0.24% | 111 |
|
|
2023
Q3 | $752K | Sell |
6,083
-71
| -1% | -$8.77K | 0.25% | 103 |
|
|
2023
Q2 | $858K | Buy |
6,154
+298
| +5% | +$41.5K | 0.29% | 78 |
|
|
2023
Q1 | $709K | Sell |
5,856
-446
| -7% | -$54K | 0.25% | 90 |
|
|
2022
Q4 | $783K | Sell |
6,302
-396
| -6% | -$49.2K | 0.35% | 78 |
|
|
2022
Q3 | $736K | Buy |
+6,698
| New | +$736K | 0.37% | 70 |
|