Isthmus Partners’s TECO ENERGY INC TE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-4,711
| Closed | -$130K | – | 277 |
|
2016
Q2 | $130K | Hold |
4,711
| – | – | 0.04% | 135 |
|
2016
Q1 | $130K | Hold |
4,711
| – | – | 0.04% | 136 |
|
2015
Q4 | $126K | Hold |
4,711
| – | – | 0.04% | 141 |
|
2015
Q3 | $124K | Sell |
4,711
-2,454
| -34% | -$64.6K | 0.05% | 144 |
|
2015
Q2 | $127K | Buy |
7,165
+618
| +9% | +$11K | 0.04% | 144 |
|
2015
Q1 | $127K | Hold |
6,547
| – | – | 0.04% | 142 |
|
2014
Q4 | $134K | Buy |
+6,547
| New | +$134K | 0.05% | 141 |
|