Jeppson Wealth Management’s Telefonica TEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,538
| Closed | -$44.4K | – | 214 |
|
|
2024
Q2 | $44.4K | Buy |
10,538
+200
| +2% | +$842 | 0.02% | 201 |
|
|
2024
Q1 | $45.6K | Buy |
+10,338
| New | +$45.6K | 0.02% | 206 |
|
|
2023
Q1 | – | Sell |
-15,838
| Closed | -$56.5K | – | 208 |
|
|
2022
Q4 | $56.5K | Hold |
15,838
| – | – | 0.02% | 204 |
|
|
2022
Q3 | $51K | Buy |
+15,838
| New | +$51K | 0.02% | 193 |
|
|
2022
Q2 | – | Sell |
-11,115
| Closed | -$51K | – | 200 |
|
|
2022
Q1 | $51K | Sell |
11,115
-7,027
| -39% | -$32.2K | 0.02% | 171 |
|
|
2021
Q4 | $75K | Buy |
18,142
+6,350
| +54% | +$26.3K | 0.04% | 159 |
|
|
2021
Q3 | $51K | Buy |
+11,792
| New | +$51K | 0.03% | 155 |
|