Concert Wealth Management’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,714
| Closed | -$293K | – | 416 |
|
|
2017
Q1 | $293K | Sell |
5,714
-720
| -11% | -$36.9K | 0.07% | 353 |
|
|
2016
Q4 | $329K | Sell |
6,434
-655
| -9% | -$33.5K | 0.07% | 335 |
|
|
2016
Q3 | $339K | Sell |
7,089
-698
| -9% | -$33.4K | 0.04% | 458 |
|
|
2016
Q2 | $376K | Sell |
7,787
-2,686
| -26% | -$130K | 0.05% | 403 |
|
|
2016
Q1 | $471K | Sell |
10,473
-1,004
| -9% | -$45.2K | 0.06% | 367 |
|
|
2015
Q4 | $513K | Sell |
11,477
-2,665
| -19% | -$119K | 0.07% | 353 |
|
|
2015
Q3 | $629K | Buy |
14,142
+244
| +2% | +$10.9K | 0.09% | 295 |
|
|
2015
Q2 | $689K | Buy |
13,898
+5,505
| +66% | +$273K | 0.09% | 291 |
|
|
2015
Q1 | $242K | Buy |
+8,393
| New | +$242K | 0.07% | 350 |
|
|
2014
Q4 | – | Sell |
-7,211
| Closed | -$463K | – | 663 |
|
|
2014
Q3 | $463K | Sell |
7,211
-5
| -0.1% | -$321 | 0.06% | 284 |
|
|
2014
Q2 | $498K | Buy |
7,216
+391
| +6% | +$27K | 0.06% | 275 |
|
|
2014
Q1 | $450K | Sell |
6,825
-473
| -6% | -$31.2K | 0.06% | 300 |
|
|
2013
Q4 | $448K | Sell |
7,298
-271
| -4% | -$16.6K | 0.06% | 285 |
|
|
2013
Q3 | $439K | Sell |
7,569
-242
| -3% | -$14K | 0.06% | 280 |
|
|
2013
Q2 | $378K | Buy |
+7,811
| New | +$378K | 0.06% | 286 |
|