JWS
Juncture Wealth Strategies’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,685
| Closed | -$310K | – | 137 |
|
|
2024
Q4 | $310K | Sell |
5,685
-142
| -2% | -$7.74K | 0.12% | 104 |
|
|
2024
Q3 | $377K | Sell |
5,827
-1,200
| -17% | -$77.5K | 0.15% | 86 |
|
|
2024
Q2 | $469K | Sell |
7,027
-2,200
| -24% | -$147K | 0.2% | 68 |
|
|
2024
Q1 | $635K | Sell |
9,227
-599
| -6% | -$41.2K | 0.27% | 51 |
|
|
2023
Q4 | $662K | Buy |
9,826
+200
| +2% | +$13.5K | 0.3% | 60 |
|
|
2023
Q3 | $633K | Hold |
9,626
| – | – | 0.31% | 68 |
|
|
2023
Q2 | $555K | Buy |
9,626
+599
| +7% | +$34.5K | 0.26% | 78 |
|
|
2023
Q1 | $533K | Buy |
9,027
+3,351
| +59% | +$198K | 0.26% | 74 |
|
|
2022
Q4 | $352K | Sell |
5,676
-4,600
| -45% | -$286K | 0.17% | 86 |
|
|
2022
Q3 | $478K | Buy |
10,276
+976
| +10% | +$45.4K | 0.24% | 70 |
|
|
2022
Q2 | $490K | Buy |
9,300
+300
| +3% | +$15.8K | 0.24% | 67 |
|
|
2022
Q1 | $455K | Buy |
9,000
+500
| +6% | +$25.3K | 0.22% | 84 |
|
|
2021
Q4 | $420K | Buy |
8,500
+1,800
| +27% | +$88.9K | 0.2% | 93 |
|
|
2021
Q3 | $321K | Buy |
6,700
+1,224
| +22% | +$58.6K | 0.17% | 93 |
|
|
2021
Q2 | $242K | Buy |
5,476
+776
| +17% | +$34.3K | 0.14% | 99 |
|
|
2021
Q1 | $221K | Buy |
+4,700
| New | +$221K | 0.14% | 96 |
|
|
2019
Q4 | – | Sell |
-7,100
| Closed | -$369K | – | 102 |
|
|
2019
Q3 | $369K | Buy |
7,100
+800
| +13% | +$41.6K | 0.32% | 77 |
|
|
2019
Q2 | $351K | Buy |
6,300
+1,000
| +19% | +$55.7K | 0.28% | 88 |
|
|
2019
Q1 | $295K | Buy |
5,300
+800
| +18% | +$44.5K | 0.23% | 97 |
|
|
2018
Q4 | $235K | Sell |
4,500
-1,700
| -27% | -$88.8K | 0.16% | 95 |
|
|
2018
Q3 | $399K | Sell |
6,200
-2,600
| -30% | -$167K | 0.21% | 86 |
|
|
2018
Q2 | $533K | Buy |
8,800
+500
| +6% | +$30.3K | 0.29% | 68 |
|
|
2018
Q1 | $479K | Sell |
8,300
-500
| -6% | -$28.9K | 0.27% | 69 |
|
|
2017
Q4 | $486K | Buy |
8,800
+3,200
| +57% | +$177K | 0.27% | 70 |
|
|
2017
Q3 | $300K | Sell |
5,600
-8,100
| -59% | -$434K | 0.17% | 75 |
|
|
2017
Q2 | $679K | Buy |
13,700
+300
| +2% | +$14.9K | 0.39% | 59 |
|
|
2017
Q1 | $676K | Sell |
13,400
-500
| -4% | -$25.2K | 0.42% | 56 |
|
|
2016
Q4 | $708K | Sell |
13,900
-100
| -0.7% | -$5.09K | 0.49% | 47 |
|
|
2016
Q3 | $668K | Buy |
14,000
+4,200
| +43% | +$200K | 0.45% | 54 |
|
|
2016
Q2 | $471K | Buy |
9,800
+1,600
| +20% | +$76.9K | 0.34% | 61 |
|
|
2016
Q1 | $372K | Sell |
8,200
-900
| -10% | -$40.8K | 0.27% | 69 |
|
|
2015
Q4 | $409K | Sell |
9,100
-1,800
| -17% | -$80.9K | 0.31% | 65 |
|
|
2015
Q3 | $487K | Sell |
10,900
-2,100
| -16% | -$93.8K | 0.39% | 61 |
|
|
2015
Q2 | $639K | Sell |
13,000
-1,800
| -12% | -$88.5K | 0.52% | 47 |
|
|
2015
Q1 | $735K | Sell |
14,800
-20,942
| -59% | -$1.04M | 0.6% | 40 |
|
|
2014
Q4 | $1.83M | Buy |
+35,742
| New | +$1.83M | 0.88% | 28 |
|