Rothschild Investment LLC’s TECO ENERGY INC TE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-125,033
| Closed | -$2.21M | – | 524 |
|
|
2015
Q2 | $2.21M | Hold |
125,033
| – | – | 0.26% | 102 |
|
|
2015
Q1 | $2.43M | Buy |
125,033
+40,733
| +48% | +$790K | 0.28% | 93 |
|
|
2014
Q4 | $1.73M | Hold |
84,300
| – | – | 0.21% | 114 |
|
|
2014
Q3 | $1.47M | Buy |
84,300
+500
| +0.6% | +$8.69K | 0.18% | 132 |
|
|
2014
Q2 | $1.55M | Sell |
83,800
-3,000
| -3% | -$55.5K | 0.2% | 124 |
|
|
2014
Q1 | $1.49M | Hold |
86,800
| – | – | 0.2% | 122 |
|
|
2013
Q4 | $1.5M | Sell |
86,800
-2,900
| -3% | -$50K | 0.2% | 114 |
|
|
2013
Q3 | $1.48M | Sell |
89,700
-5,159
| -5% | -$85.4K | 0.22% | 107 |
|
|
2013
Q2 | $1.63M | Buy |
+94,859
| New | +$1.63M | 0.27% | 94 |
|