Holistic Financial Partners’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,140
| Closed | -$340K | – | 108 |
|
|
2019
Q4 | $340K | Buy |
6,140
+564
| +10% | +$31.2K | 0.2% | 65 |
|
|
2019
Q3 | $290K | Buy |
5,576
+959
| +21% | +$49.9K | 0.26% | 54 |
|
|
2019
Q2 | $258K | Sell |
4,617
-269
| -6% | -$15K | 0.26% | 56 |
|
|
2019
Q1 | $272K | Buy |
4,886
+149
| +3% | +$8.3K | 0.11% | 88 |
|
|
2018
Q4 | $247K | Sell |
4,737
-32
| -0.7% | -$1.67K | 0.26% | 46 |
|
|
2018
Q3 | $307K | Buy |
+4,769
| New | +$307K | 0.29% | 43 |
|
|
2018
Q2 | – | Sell |
-4,776
| Closed | -$276K | – | 345 |
|
|
2018
Q1 | $276K | Buy |
4,776
+2
| +0% | +$116 | 0.23% | 47 |
|
|
2017
Q4 | $264K | Buy |
+4,774
| New | +$264K | 0.22% | 49 |
|