Pinnacle Wealth Management Advisory Group’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,430
| Closed | -$300K | – | 197 |
|
|
2019
Q4 | $300K | Sell |
5,430
-280
| -5% | -$15.5K | 0.11% | 148 |
|
|
2019
Q3 | $297K | Buy |
5,710
+245
| +4% | +$12.7K | 0.12% | 142 |
|
|
2019
Q2 | $305K | Sell |
5,465
-1,600
| -23% | -$89.3K | 0.13% | 145 |
|
|
2019
Q1 | $393K | Hold |
7,065
| – | – | 0.18% | 120 |
|
|
2018
Q4 | $369K | Sell |
7,065
-175
| -2% | -$9.14K | 0.2% | 116 |
|
|
2018
Q3 | $466K | Hold |
7,240
| – | – | 0.23% | 101 |
|
|
2018
Q2 | $438K | Buy |
7,240
+240
| +3% | +$14.5K | 0.24% | 98 |
|
|
2018
Q1 | $404K | Buy |
7,000
+10
| +0.1% | +$577 | 0.23% | 98 |
|
|
2017
Q4 | $386K | Buy |
6,990
+795
| +13% | +$43.9K | 0.21% | 99 |
|
|
2017
Q3 | $332K | Sell |
6,195
-200
| -3% | -$10.7K | 0.19% | 109 |
|
|
2017
Q2 | $317K | Buy |
6,395
+200
| +3% | +$9.91K | 0.2% | 112 |
|
|
2017
Q1 | $312K | Buy |
6,195
+500
| +9% | +$25.2K | 0.22% | 98 |
|
|
2016
Q4 | $290K | Sell |
5,695
-100
| -2% | -$5.09K | 0.21% | 99 |
|
|
2016
Q3 | $276K | Buy |
+5,795
| New | +$276K | 0.21% | 101 |
|