Ropes Wealth Advisors’s TE Connectivity TEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,050
| Closed | -$281K | – | 290 |
|
|
2021
Q3 | $281K | Sell |
2,050
-829
| -29% | -$114K | 0.05% | 237 |
|
|
2021
Q2 | $389K | Sell |
2,879
-25
| -0.9% | -$3.38K | 0.06% | 198 |
|
|
2021
Q1 | $389K | Buy |
2,904
+457
| +19% | +$61.2K | 0.07% | 184 |
|
|
2020
Q4 | $296K | Sell |
2,447
-683
| -22% | -$82.6K | 0.05% | 194 |
|
|
2020
Q3 | $306K | Sell |
3,130
-425
| -12% | -$41.6K | 0.06% | 172 |
|
|
2020
Q2 | $290K | Buy |
3,555
+110
| +3% | +$8.97K | 0.06% | 171 |
|
|
2020
Q1 | $217K | Sell |
3,445
-15
| -0.4% | -$945 | 0.05% | 171 |
|
|
2019
Q4 | $332K | Buy |
3,460
+630
| +22% | +$60.5K | 0.07% | 168 |
|
|
2019
Q3 | $264K | Buy |
2,830
+347
| +14% | +$32.4K | 0.06% | 195 |
|
|
2019
Q2 | $238K | Buy |
2,483
+720
| +41% | +$69K | 0.05% | 206 |
|
|
2019
Q1 | $142K | Buy |
1,763
+1,742
| +8,295% | +$140K | 0.04% | 244 |
|
|
2018
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 487 |
|
|
2018
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 512 |
|
|
2018
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 545 |
|
|
2018
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 549 |
|
|
2017
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 731 |
|
|
2017
Q3 | $2K | Sell |
21
-21
| -50% | -$2K | ﹤0.01% | 673 |
|
|
2017
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 492 |
|
|
2017
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 486 |
|
|
2016
Q4 | $3K | Sell |
42
-365
| -90% | -$26.1K | ﹤0.01% | 474 |
|
|
2016
Q3 | $26K | Buy |
407
+365
| +869% | +$23.3K | 0.01% | 335 |
|
|
2016
Q2 | $2K | Sell |
42
-33
| -44% | -$1.57K | ﹤0.01% | 456 |
|
|
2016
Q1 | $5K | Sell |
75
-1,462
| -95% | -$97.5K | ﹤0.01% | 360 |
|
|
2015
Q4 | $99K | Buy |
1,537
+1,495
| +3,560% | +$96.3K | 0.04% | 200 |
|
|
2015
Q3 | $3K | Sell |
42
-35
| -45% | -$2.5K | ﹤0.01% | 372 |
|
|
2015
Q2 | $5K | Hold |
77
| – | – | ﹤0.01% | 275 |
|
|
2015
Q1 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 276 |
|