OneDigital Investment Advisors’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,502
| Closed | -$236K | – | 1155 |
|
|
2023
Q4 | $236K | Buy |
+3,502
| New | +$236K | ﹤0.01% | 996 |
|
|
2019
Q3 | – | Sell |
-646
| Closed | -$36K | – | 1063 |
|
|
2019
Q2 | $36K | Hold |
646
| – | – | ﹤0.01% | 642 |
|
|
2019
Q1 | $36K | Sell |
646
-61
| -9% | -$3.4K | 0.01% | 570 |
|
|
2018
Q4 | $37K | Sell |
707
-25
| -3% | -$1.31K | 0.01% | 519 |
|
|
2018
Q3 | $47K | Sell |
732
-52
| -7% | -$3.34K | 0.01% | 427 |
|
|
2018
Q2 | $47K | Sell |
784
-63
| -7% | -$3.78K | 0.01% | 521 |
|
|
2018
Q1 | $49K | Hold |
847
| – | – | 0.01% | 528 |
|
|
2017
Q4 | $47K | Buy |
847
+2
| +0.2% | +$111 | 0.01% | 536 |
|
|
2017
Q3 | $45K | Hold |
845
| – | – | 0.02% | 407 |
|
|
2017
Q2 | $42K | Buy |
+845
| New | +$42K | 0.01% | 526 |
|