Creative Planning’s TECO ENERGY INC TE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-25,419
| Closed | -$703K | – | 4933 |
|
|
2016
Q2 | $703K | Buy |
25,419
+10,024
| +65% | +$277K | 0.01% | 642 |
|
|
2016
Q1 | $424K | Buy |
15,395
+3,135
| +26% | +$85.5K | ﹤0.01% | 825 |
|
|
2015
Q4 | $327K | Buy |
12,260
+2,763
| +29% | +$73.7K | ﹤0.01% | 952 |
|
|
2015
Q3 | $249K | Sell |
9,497
-761
| -7% | -$17K | ﹤0.01% | 1068 |
|
|
2015
Q2 | $181K | Sell |
10,258
-1,740
| -15% | -$32.6K | ﹤0.01% | 895 |
|
|
2015
Q1 | $233K | Buy |
11,998
+6,292
| +110% | +$127K | ﹤0.01% | 1113 |
|
|
2014
Q4 | $117K | Buy |
5,706
+265
| +5% | +$5.12K | ﹤0.01% | 1469 |
|
|
2014
Q3 | $95K | Buy |
5,441
+1,168
| +27% | +$20.7K | ﹤0.01% | 1512 |
|
|
2014
Q2 | $79K | Buy |
4,273
+437
| +11% | +$7.68K | ﹤0.01% | 1585 |
|
|
2014
Q1 | $66K | Sell |
3,836
-1,344
| -26% | -$22.5K | ﹤0.01% | 1641 |
|
|
2013
Q4 | $89K | Sell |
5,180
-1,413
| -21% | -$24.2K | ﹤0.01% | 1270 |
|
|
2013
Q3 | $109K | Sell |
6,593
-1,902
| -22% | -$32.4K | ﹤0.01% | 1070 |
|
|
2013
Q2 | $146K | Buy |
+8,495
| New | +$153K | ﹤0.01% | 789 |
|