Perigon Wealth Management’s Telefonica TEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,945
| Closed | -$62.9K | – | 1087 |
|
|
2024
Q3 | $62.9K | Sell |
12,945
-1,337
| -9% | -$6.5K | ﹤0.01% | 980 |
|
|
2024
Q2 | $60.1K | Buy |
14,282
+1,357
| +10% | +$5.71K | ﹤0.01% | 852 |
|
|
2024
Q1 | $57K | Buy |
12,925
+499
| +4% | +$2.2K | ﹤0.01% | 843 |
|
|
2023
Q4 | $48.5K | Sell |
12,426
-5,046
| -29% | -$19.7K | ﹤0.01% | 818 |
|
|
2023
Q3 | $71.1K | Buy |
+17,472
| New | +$71.1K | ﹤0.01% | 765 |
|
|
2022
Q1 | – | Sell |
-10,434
| Closed | -$43K | – | 645 |
|
|
2021
Q4 | $43K | Buy |
+10,434
| New | +$43K | ﹤0.01% | 572 |
|
|
2021
Q1 | – | Sell |
-10,252
| Closed | -$37K | – | 963 |
|
|
2020
Q4 | $37K | Buy |
+10,252
| New | +$37K | ﹤0.01% | 835 |
|
|
2016
Q4 | – | Sell |
-2,617
| Closed | -$20K | – | 758 |
|
|
2016
Q3 | $20K | Buy |
+2,617
| New | +$20K | 0.01% | 403 |
|
|
2015
Q1 | – | Sell |
-66,314
| Closed | -$711K | – | 222 |
|
|
2014
Q4 | $711K | Sell |
66,314
-1,895
| -3% | -$20.3K | 0.21% | 109 |
|
|
2014
Q3 | $769K | Hold |
68,209
| – | – | 0.23% | 96 |
|
|
2014
Q2 | $859K | Buy |
+68,209
| New | +$859K | 0.24% | 89 |
|