Heritage Wealth Management (Arizona)’s TotalEnergies TTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$657K	Sell	9,846 -970	-9%	-$64.7K	0.36%	63
2024 Q1	$744K	Sell	10,816 -256	-2%	-$17.6K	0.38%	61
2023 Q4	$746K	Buy	+11,072	New	+$746K	0.4%	60
2022 Q4	$931K	Buy	14,993 +8,420	+128%	+$523K	0.13%	121
2022 Q3	$306K	Buy	+6,573	New	+$306K	0.1%	147