Heritage Wealth Advisors’s TE Connectivity TEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-182
| Closed | -$23.9K | – | 589 |
|
|
2023
Q1 | $23.9K | Hold |
182
| – | – | ﹤0.01% | 391 |
|
|
2022
Q4 | $20.9K | Hold |
182
| – | – | ﹤0.01% | 409 |
|
|
2022
Q3 | $20.1K | Sell |
182
-250
| -58% | -$27.6K | ﹤0.01% | 382 |
|
|
2022
Q2 | $49K | Hold |
432
| – | – | ﹤0.01% | 333 |
|
|
2022
Q1 | $57K | Sell |
432
-485
| -53% | -$64K | ﹤0.01% | 303 |
|
|
2021
Q4 | $148K | Hold |
917
| – | – | 0.01% | 228 |
|
|
2021
Q3 | $126K | Hold |
917
| – | – | 0.01% | 232 |
|
|
2021
Q2 | $124K | Sell |
917
-5,532
| -86% | -$748K | 0.01% | 236 |
|
|
2021
Q1 | $833K | Hold |
6,449
| – | – | 0.05% | 96 |
|
|
2020
Q4 | $781K | Buy |
6,449
+432
| +7% | +$52.3K | 0.05% | 100 |
|
|
2020
Q3 | $588K | Sell |
6,017
-47,252
| -89% | -$4.62M | 0.08% | 88 |
|
|
2020
Q2 | $4.34M | Buy |
53,269
+1,799
| +3% | +$147K | 0.61% | 33 |
|
|
2020
Q1 | $3.24M | Buy |
51,470
+45,504
| +763% | +$2.87M | 0.58% | 34 |
|
|
2019
Q4 | $572K | Buy |
5,966
+385
| +7% | +$36.9K | 0.08% | 94 |
|
|
2019
Q3 | $520K | Sell |
5,581
-151
| -3% | -$14.1K | 0.08% | 93 |
|
|
2019
Q2 | $549K | Hold |
5,732
| – | – | 0.08% | 83 |
|
|
2019
Q1 | $463K | Hold |
5,732
| – | – | 0.08% | 84 |
|
|
2018
Q4 | $433K | Buy |
5,732
+5,532
| +2,766% | +$418K | 0.08% | 83 |
|
|
2018
Q3 | $17K | Buy |
+200
| New | +$17K | ﹤0.01% | 273 |
|