Evercore Wealth Management’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 |
-473
| Closed | -$13K | – | 1090 |
|
|
2016
Q2 | $13K | Hold |
473
| – | – | ﹤0.01% | 827 |
|
|
2016
Q1 | $13K | Hold |
473
| – | – | ﹤0.01% | 783 |
|
|
2015
Q4 | $13K | Buy |
+473
| New | +$12.6K | ﹤0.01% | 828 |
|
|
2015
Q3 | – | Sell |
-607
| Closed | -$11K | – | 1096 |
|
|
2015
Q2 | $11K | Buy |
+607
| New | +$11.4K | ﹤0.01% | 892 |
|
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$18K | – | 1026 |
|
|
2014
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 760 |
|
|
2014
Q1 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 767 |
|
|
2013
Q4 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 712 |
|
|
2013
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 707 |
|
|
2013
Q2 | $17K | Buy |
+1,000
| New | +$18.1K | ﹤0.01% | 681 |
|