MGWM
Marks Group Wealth Management’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,456
| Closed | -$584K | – | 286 |
|
|
2023
Q1 | $584K | Sell |
4,456
-3,351
| -43% | -$439K | 0.07% | 199 |
|
|
2022
Q4 | $896K | Sell |
7,807
-563
| -7% | -$64.6K | 0.12% | 168 |
|
|
2022
Q3 | $924K | Sell |
8,370
-539
| -6% | -$59.5K | 0.14% | 158 |
|
|
2022
Q2 | $1.01M | Sell |
8,909
-66
| -0.7% | -$7.47K | 0.15% | 156 |
|
|
2022
Q1 | $1.18M | Buy |
8,975
+1,260
| +16% | +$165K | 0.15% | 150 |
|
|
2021
Q4 | $1.25M | Buy |
7,715
+3,890
| +102% | +$628K | 0.15% | 146 |
|
|
2021
Q3 | $526K | Buy |
+3,825
| New | +$526K | 0.07% | 199 |
|