KCS Wealth Advisory’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,961
| Closed | -$781K | – | 152 |
|
|
2020
Q1 | $781K | Buy |
20,961
+1,541
| +8% | +$57.4K | 0.79% | 47 |
|
|
2019
Q4 | $1.07M | Buy |
19,420
+139
| +0.7% | +$7.69K | 0.8% | 56 |
|
|
2019
Q3 | $1M | Buy |
19,281
+914
| +5% | +$47.5K | 0.69% | 51 |
|
|
2019
Q2 | $1.03M | Buy |
18,367
+172
| +0.9% | +$9.6K | 0.81% | 44 |
|
|
2019
Q1 | $1.01M | Buy |
18,195
+526
| +3% | +$29.3K | 0.88% | 37 |
|
|
2018
Q4 | $922K | Buy |
17,669
+274
| +2% | +$14.3K | 0.97% | 27 |
|
|
2018
Q3 | $1.12M | Buy |
17,395
+511
| +3% | +$32.9K | 1.04% | 22 |
|
|
2018
Q2 | $1.02M | Buy |
16,884
+284
| +2% | +$17.2K | 0.95% | 22 |
|
|
2018
Q1 | $958K | Buy |
16,600
+1,083
| +7% | +$62.5K | 0.87% | 28 |
|
|
2017
Q4 | $858K | Buy |
+15,517
| New | +$858K | 0.83% | 29 |
|