KMWM
Keudell/Morrison Wealth Management’s TE Connectivity TEL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $204K | Buy |
+1,210
| New | +$204K | 0.05% | 217 |
|
2022
Q1 | – | Sell |
-1,534
| Closed | -$247K | – | 197 |
|
2021
Q4 | $247K | Sell |
1,534
-182
| -11% | -$29.3K | 0.1% | 162 |
|
2021
Q3 | $235K | Sell |
1,716
-16
| -0.9% | -$2.19K | 0.1% | 157 |
|
2021
Q2 | $234K | Buy |
1,732
+2
| +0.1% | +$270 | 0.13% | 153 |
|
2021
Q1 | $223K | Sell |
1,730
-327
| -16% | -$42.2K | 0.13% | 152 |
|
2020
Q4 | $249K | Buy |
2,057
+2
| +0.1% | +$242 | 0.16% | 138 |
|
2020
Q3 | $201K | Buy |
+2,055
| New | +$201K | 0.13% | 138 |
|
2020
Q1 | – | Sell |
-2,088
| Closed | -$200K | – | 157 |
|
2019
Q4 | $200K | Buy |
+2,088
| New | +$200K | 0.14% | 147 |
|