RWB
RMR Wealth Builders’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,105
| Closed | -$209K | – | 264 |
|
|
2023
Q4 | $209K | Buy |
+3,105
| New | +$209K | 0.03% | 221 |
|
|
2023
Q3 | – | Sell |
-3,700
| Closed | -$213K | – | 235 |
|
|
2023
Q2 | $213K | Hold |
3,700
| – | – | 0.04% | 199 |
|
|
2023
Q1 | $218K | Sell |
3,700
-691
| -16% | -$40.8K | 0.04% | 193 |
|
|
2022
Q4 | $273K | Buy |
+4,391
| New | +$273K | 0.06% | 152 |
|
|
2022
Q3 | – | Sell |
-3,934
| Closed | -$210K | – | 213 |
|
|
2022
Q2 | $210K | Buy |
+3,934
| New | +$210K | 0.05% | 183 |
|
|
2021
Q2 | – | Sell |
-763
| Closed | -$36K | – | 668 |
|
|
2021
Q1 | $36K | Hold |
763
| – | – | 0.01% | 420 |
|
|
2020
Q4 | $32K | Buy |
+763
| New | +$32K | 0.02% | 304 |
|
|
2020
Q3 | – | Sell |
-1,231
| Closed | -$47K | – | 450 |
|
|
2020
Q2 | $47K | Buy |
+1,231
| New | +$47K | 0.04% | 231 |
|
|
2019
Q4 | $68K | Buy |
+1,231
| New | +$68K | 0.07% | 203 |
|