IWA
Intercontinental Wealth Advisors’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $332K | Sell |
5,758
-113
| -2% | -$6.51K | 0.08% | 247 |
|
|
2023
Q1 | $347K | Sell |
5,871
-109
| -2% | -$6.44K | 0.09% | 244 |
|
|
2022
Q4 | $371K | Sell |
5,980
-38
| -0.6% | -$2.36K | 0.11% | 207 |
|
|
2022
Q3 | $280K | Hold |
6,018
| – | – | 0.09% | 231 |
|
|
2022
Q2 | $317K | Sell |
6,018
-14
| -0.2% | -$737 | 0.09% | 219 |
|
|
2022
Q1 | $305K | Sell |
6,032
-280
| -4% | -$14.2K | 0.07% | 238 |
|
|
2021
Q4 | $312K | Sell |
6,312
-1,070
| -14% | -$52.9K | 0.07% | 239 |
|
|
2021
Q3 | $354K | Sell |
7,382
-6,725
| -48% | -$322K | 0.08% | 211 |
|
|
2021
Q2 | $638K | Sell |
14,107
-979
| -6% | -$44.3K | 0.13% | 142 |
|
|
2021
Q1 | $702K | Sell |
15,086
-379
| -2% | -$17.6K | 0.15% | 113 |
|
|
2020
Q4 | $648K | Sell |
15,465
-3,166
| -17% | -$133K | 0.16% | 114 |
|
|
2020
Q3 | $639K | Sell |
18,631
-679
| -4% | -$23.3K | 0.19% | 99 |
|
|
2020
Q2 | $743K | Sell |
19,310
-7,073
| -27% | -$272K | 0.24% | 89 |
|
|
2020
Q1 | $982K | Buy |
26,383
+14,553
| +123% | +$542K | 0.52% | 41 |
|
|
2019
Q4 | $592K | Sell |
11,830
-22,345
| -65% | -$1.12M | 0.49% | 39 |
|
|
2019
Q3 | $1.78M | Sell |
34,175
-462
| -1% | -$24K | 1.09% | 19 |
|
|
2019
Q2 | $1.93M | Sell |
34,637
-350
| -1% | -$19.5K | 1% | 16 |
|
|
2019
Q1 | $1.95M | Sell |
34,987
-66
| -0.2% | -$3.67K | 0.97% | 16 |
|
|
2018
Q4 | $1.83M | Sell |
35,053
-3,577
| -9% | -$187K | 1.02% | 18 |
|
|
2018
Q3 | $2.49M | Buy |
38,630
+1,171
| +3% | +$75.4K | 1.25% | 14 |
|
|
2018
Q2 | $2.27M | Sell |
37,459
-2,307
| -6% | -$140K | 1.26% | 12 |
|
|
2018
Q1 | $2.29M | Sell |
39,766
-1,307
| -3% | -$75.4K | 1.33% | 15 |
|
|
2017
Q4 | $2.27M | Sell |
41,073
-3,762
| -8% | -$208K | 1.27% | 18 |
|
|
2017
Q3 | $2.4M | Sell |
44,835
-2,189
| -5% | -$117K | 1.47% | 17 |
|
|
2017
Q2 | $2.33M | Sell |
47,024
-8,503
| -15% | -$422K | 1.5% | 20 |
|
|
2017
Q1 | $2.8M | Buy |
55,527
+3,366
| +6% | +$170K | 1.68% | 20 |
|
|
2016
Q4 | $2.66M | Sell |
52,161
-4,099
| -7% | -$209K | 1.72% | 20 |
|
|
2016
Q3 | $2.68M | Sell |
56,260
-586
| -1% | -$28K | 1.91% | 19 |
|
|
2016
Q2 | $2.73M | Sell |
56,846
-3,217
| -5% | -$155K | 2.01% | 19 |
|
|
2016
Q1 | $2.73M | Buy |
60,063
+1,382
| +2% | +$62.8K | 2.05% | 18 |
|
|
2015
Q4 | $2.64M | Buy |
+58,681
| New | +$2.64M | 1.81% | 18 |
|