Mark Sheptoff Financial Planning’s TECO ENERGY INC TE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-14,990
| Closed | -$414K | – | 388 |
|
|
2016
Q2 | $414K | Hold |
14,990
| – | – | 0.31% | 64 |
|
|
2016
Q1 | $413K | Hold |
14,990
| – | – | 0.34% | 64 |
|
|
2015
Q4 | $399K | Hold |
14,990
| – | – | 0.32% | 66 |
|
|
2015
Q3 | $394K | Hold |
14,990
| – | – | 0.35% | 64 |
|
|
2015
Q2 | $265K | Hold |
14,990
| – | – | 0.21% | 92 |
|
|
2015
Q1 | $291K | Hold |
14,990
| – | – | 0.24% | 82 |
|
|
2014
Q4 | $307K | Hold |
14,990
| – | – | 0.27% | 79 |
|
|
2014
Q3 | $261K | Hold |
14,990
| – | – | 0.23% | 92 |
|
|
2014
Q2 | $277K | Hold |
14,990
| – | – | 0.24% | 91 |
|
|
2014
Q1 | $257K | Buy |
+14,990
| New | +$251K | 0.23% | 92 |
|