Clear Perspective Advisors’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,100
| Closed | -$285K | – | 148 |
|
|
2019
Q3 | $285K | Hold |
5,100
| – | – | 0.13% | 113 |
|
|
2019
Q2 | $285K | Hold |
5,100
| – | – | 0.18% | 110 |
|
|
2019
Q1 | $284K | Buy |
5,100
+150
| +3% | +$8.35K | 0.2% | 108 |
|
|
2018
Q4 | $258K | Hold |
4,950
| – | – | 0.21% | 112 |
|
|
2018
Q3 | $319K | Hold |
4,950
| – | – | 0.24% | 112 |
|
|
2018
Q2 | $300K | Hold |
4,950
| – | – | 0.21% | 112 |
|
|
2018
Q1 | $286K | Hold |
4,950
| – | – | 0.21% | 108 |
|
|
2017
Q4 | $274K | Buy |
4,950
+382
| +8% | +$21.1K | 0.21% | 114 |
|
|
2017
Q3 | $244K | Buy |
4,568
+4,243
| +1,306% | +$227K | 0.2% | 118 |
|
|
2017
Q2 | $16K | Hold |
325
| – | – | 0.01% | 309 |
|
|
2017
Q1 | $16K | Hold |
325
| – | – | 0.01% | 286 |
|
|
2016
Q4 | $17K | Buy |
+325
| New | +$17K | 0.01% | 281 |
|