Concord Wealth Partners’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-49
| Closed | -$2.67K | – | 969 |
|
|
2024
Q4 | $2.67K | Sell |
49
-25
| -34% | -$1.36K | ﹤0.01% | 684 |
|
|
2024
Q3 | $4.78K | Buy |
+74
| New | +$4.78K | ﹤0.01% | 639 |
|
|
2022
Q1 | – | Sell |
-170
| Closed | -$8K | – | 1386 |
|
|
2021
Q4 | $8K | Sell |
170
-6
| -3% | -$282 | ﹤0.01% | 844 |
|
|
2021
Q3 | $8K | Hold |
176
| – | – | ﹤0.01% | 513 |
|
|
2021
Q2 | $8K | Hold |
176
| – | – | ﹤0.01% | 670 |
|
|
2021
Q1 | $8K | Hold |
176
| – | – | ﹤0.01% | 610 |
|
|
2020
Q4 | $7K | Buy |
+176
| New | +$7K | 0.01% | 393 |
|