Eads & Heald Wealth Management’s TECO ENERGY INC TE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-11,765
| Closed | -$309K | – | 142 |
|
2015
Q3 | $309K | Sell |
11,765
-355
| -3% | -$9.32K | 0.22% | 120 |
|
2015
Q2 | $214K | Buy |
12,120
+100
| +0.8% | +$1.77K | 0.14% | 128 |
|
2015
Q1 | $233K | Hold |
12,020
| – | – | 0.15% | 126 |
|
2014
Q4 | $246K | Buy |
12,020
+1,950
| +19% | +$39.9K | 0.16% | 120 |
|
2014
Q3 | $175K | Buy |
+10,070
| New | +$175K | 0.12% | 122 |
|