Obermeyer Wealth Partners’s TECO ENERGY INC TE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-14,125
| Closed | -$390K | – | 134 |
|
|
2016
Q2 | $390K | Hold |
14,125
| – | – | 0.04% | 84 |
|
|
2016
Q1 | $389K | Sell |
14,125
-250
| -2% | -$6.89K | 0.04% | 85 |
|
|
2015
Q4 | $383K | Hold |
14,375
| – | – | 0.03% | 87 |
|
|
2015
Q3 | $377K | Sell |
14,375
-410
| -3% | -$10.8K | 0.04% | 84 |
|
|
2015
Q2 | $261K | Buy |
14,785
+1,000
| +7% | +$17.7K | 0.02% | 111 |
|
|
2015
Q1 | $267K | Sell |
13,785
-440
| -3% | -$8.52K | 0.02% | 120 |
|
|
2014
Q4 | $291K | Buy |
14,225
+2,500
| +21% | +$51.1K | 0.03% | 116 |
|
|
2014
Q3 | $204K | Buy |
+11,725
| New | +$204K | 0.05% | 64 |
|
|
2013
Q3 | – | Sell |
-8,400
| Closed | -$144K | – | 338 |
|
|
2013
Q2 | $144K | Buy |
+8,400
| New | +$144K | 0.04% | 66 |
|