CWS
Confluence Wealth Services’s TE Connectivity TEL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $264K | Sell |
1,568
-34
| -2% | -$5.74K | 0.01% | 322 |
|
2025
Q1 | $218K | Sell |
1,602
-150
| -9% | -$20.4K | 0.01% | 325 |
|
2024
Q4 | $275K | Sell |
1,752
-41
| -2% | -$6.44K | 0.02% | 286 |
|
2024
Q3 | $271K | Sell |
1,793
-364
| -17% | -$55K | 0.02% | 297 |
|
2024
Q2 | $324K | Sell |
2,157
-159
| -7% | -$23.9K | 0.03% | 286 |
|
2024
Q1 | $336K | Buy |
2,316
+848
| +58% | +$123K | 0.03% | 256 |
|
2023
Q4 | $206K | Buy |
+1,468
| New | +$206K | 0.02% | 284 |
|
2022
Q3 | – | Sell |
-1,622
| Closed | -$217K | – | 265 |
|
2022
Q2 | $217K | Sell |
1,622
-37
| -2% | -$4.95K | 0.1% | 250 |
|
2022
Q1 | $217K | Buy |
+1,659
| New | +$217K | 0.08% | 230 |
|