CWP
CFM Wealth Partners’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,075
| Closed | -$292K | – | 160 |
|
|
2023
Q4 | $292K | Buy |
+2,075
| New | +$292K | 0.07% | 136 |
|
|
2023
Q3 | – | Sell |
-2,075
| Closed | -$291K | – | 160 |
|
|
2023
Q2 | $291K | Hold |
2,075
| – | – | 0.07% | 139 |
|
|
2023
Q1 | $272K | Buy |
+2,075
| New | +$272K | 0.07% | 136 |
|
|
2022
Q4 | – | Sell |
-2,075
| Closed | -$229K | – | 164 |
|
|
2022
Q3 | $229K | Hold |
2,075
| – | – | 0.07% | 142 |
|
|
2022
Q2 | $235K | Hold |
2,075
| – | – | 0.07% | 150 |
|
|
2022
Q1 | $272K | Hold |
2,075
| – | – | 0.07% | 154 |
|
|
2021
Q4 | $334K | Hold |
2,075
| – | – | 0.07% | 139 |
|
|
2021
Q3 | $284K | Hold |
2,075
| – | – | 0.07% | 150 |
|
|
2021
Q2 | $281K | Hold |
2,075
| – | – | 0.07% | 138 |
|
|
2021
Q1 | $268K | Hold |
2,075
| – | – | 0.08% | 136 |
|
|
2020
Q4 | $251K | Hold |
2,075
| – | – | 0.08% | 136 |
|
|
2020
Q3 | $202K | Sell |
2,075
-39
| -2% | -$3.8K | 0.07% | 143 |
|
|
2020
Q2 | $172K | Sell |
2,114
-3
| -0.1% | -$244 | 0.07% | 162 |
|
|
2020
Q1 | $133K | Buy |
+2,117
| New | +$133K | 0.06% | 167 |
|