Heritage Wealth Management (Arizona)’s TE Connectivity TEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.53M | Sell |
10,198
-892
| -8% | -$134K | 0.85% | 28 |
|
|
2024
Q1 | $1.61M | Sell |
11,090
-184
| -2% | -$26.7K | 0.82% | 30 |
|
|
2023
Q4 | $1.58M | Buy |
+11,274
| New | +$1.58M | 0.86% | 27 |
|
|
2022
Q4 | $4.03M | Buy |
35,089
+19,325
| +123% | +$2.22M | 0.58% | 35 |
|
|
2022
Q3 | $1.74M | Buy |
15,764
+311
| +2% | +$34.3K | 0.56% | 38 |
|
|
2022
Q2 | $1.75M | Sell |
15,453
-328
| -2% | -$37.1K | 0.58% | 37 |
|
|
2022
Q1 | $2.07M | Buy |
+15,781
| New | +$2.07M | 0.56% | 35 |
|
|
2021
Q3 | $1.54M | Buy |
11,194
+1,589
| +17% | +$218K | 0.55% | 36 |
|
|
2021
Q2 | $1.3M | Buy |
9,605
+614
| +7% | +$83K | 0.49% | 42 |
|
|
2021
Q1 | $1.16M | Buy |
+8,991
| New | +$1.16M | 0.65% | 39 |
|