OWA
Outlook Wealth Advisors’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,401
| Closed | -$363K | – | 276 |
|
|
2024
Q3 | $363K | Sell |
2,401
-3,916
| -62% | -$591K | 0.1% | 186 |
|
|
2024
Q2 | $950K | Buy |
6,317
+2,123
| +51% | +$319K | 0.3% | 68 |
|
|
2024
Q1 | $609K | Sell |
4,194
-363
| -8% | -$52.7K | 0.19% | 115 |
|
|
2023
Q4 | $640K | Sell |
4,557
-1,036
| -19% | -$146K | 0.22% | 95 |
|
|
2023
Q3 | $691K | Buy |
5,593
+133
| +2% | +$16.4K | 0.26% | 91 |
|
|
2023
Q2 | $765K | Buy |
5,460
+70
| +1% | +$9.81K | 0.29% | 84 |
|
|
2023
Q1 | $707K | Buy |
5,390
+52
| +1% | +$6.82K | 0.31% | 80 |
|
|
2022
Q4 | $613K | Sell |
5,338
-57
| -1% | -$6.54K | 0.29% | 95 |
|
|
2022
Q3 | $595K | Sell |
5,395
-18
| -0.3% | -$1.99K | 0.27% | 93 |
|
|
2022
Q2 | $612K | Buy |
5,413
+166
| +3% | +$18.8K | 0.25% | 107 |
|
|
2022
Q1 | $687K | Sell |
5,247
-39
| -0.7% | -$5.11K | 0.23% | 108 |
|
|
2021
Q4 | $853K | Buy |
5,286
+153
| +3% | +$24.7K | 0.25% | 95 |
|
|
2021
Q3 | $704K | Buy |
5,133
+103
| +2% | +$14.1K | 0.23% | 104 |
|
|
2021
Q2 | $680K | Buy |
5,030
+670
| +15% | +$90.6K | 0.22% | 114 |
|
|
2021
Q1 | $563K | Buy |
4,360
+2,039
| +88% | +$263K | 0.2% | 131 |
|
|
2020
Q4 | $281K | Buy |
+2,321
| New | +$281K | 0.1% | 158 |
|