Ropes Wealth Advisors’s TECO ENERGY INC TE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-10,176
| Closed | -$281K | – | 526 |
|
2016
Q2 | $281K | Hold |
10,176
| – | – | 0.1% | 161 |
|
2016
Q1 | $280K | Sell |
10,176
-70
| -0.7% | -$1.93K | 0.12% | 125 |
|
2015
Q4 | $273K | Buy |
10,246
+70
| +0.7% | +$1.87K | 0.12% | 133 |
|
2015
Q3 | $267K | Hold |
10,176
| – | – | 0.14% | 116 |
|
2015
Q2 | $180K | Hold |
10,176
| – | – | 0.1% | 126 |
|
2015
Q1 | $197K | Buy |
+10,176
| New | +$197K | 0.1% | 125 |
|