Curated Wealth Partners’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,202
| Closed | -$216K | – | 131 |
|
|
2023
Q4 | $216K | Hold |
3,202
| – | – | 0.04% | 134 |
|
|
2023
Q3 | $211K | Sell |
3,202
-1,747
| -35% | -$115K | 0.04% | 126 |
|
|
2023
Q2 | $285K | Sell |
4,949
-105
| -2% | -$6.05K | 0.06% | 103 |
|
|
2023
Q1 | $298K | Sell |
5,054
-1,313
| -21% | -$77.5K | 0.07% | 98 |
|
|
2022
Q4 | $395K | Sell |
6,367
-750
| -11% | -$46.6K | 0.1% | 78 |
|
|
2022
Q3 | $332K | Sell |
7,117
-1,464
| -17% | -$68.3K | 0.1% | 86 |
|
|
2022
Q2 | $451K | Buy |
+8,581
| New | +$451K | 0.13% | 71 |
|
|
2022
Q1 | – | Sell |
-10,851
| Closed | -$535K | – | 142 |
|
|
2021
Q4 | $535K | Sell |
10,851
-495
| -4% | -$24.4K | 0.17% | 74 |
|
|
2021
Q3 | $544K | Buy |
11,346
+218
| +2% | +$10.5K | 0.3% | 68 |
|
|
2021
Q2 | $504K | Buy |
11,128
+841
| +8% | +$38.1K | 0.27% | 73 |
|
|
2021
Q1 | $479K | Buy |
10,287
+900
| +10% | +$41.9K | 0.29% | 68 |
|
|
2020
Q4 | $393K | Buy |
+9,387
| New | +$393K | 0.25% | 79 |
|