CWA
Constellation Wealth Advisors’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-26,513
| Closed | -$1.71M | – | 140 |
|
|
2015
Q2 | $1.71M | Buy |
26,513
+3,410
| +15% | +$219K | 0.14% | 105 |
|
|
2015
Q1 | $1.66M | Buy |
23,103
+6,883
| +42% | +$493K | 0.15% | 98 |
|
|
2014
Q4 | $1.03M | Buy |
16,220
+4,830
| +42% | +$306K | 0.09% | 111 |
|
|
2014
Q3 | $630K | Buy |
11,390
+8,022
| +238% | +$444K | 0.06% | 130 |
|
|
2014
Q2 | $208K | Buy |
+3,368
| New | +$208K | 0.02% | 188 |
|