SWA
Sax Wealth Advisors’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
1,925
+210
| +12% | +$35.4K | 0.02% | 325 |
|
|
2025
Q1 | $242K | Buy |
1,715
+49
| +3% | +$6.93K | 0.02% | 322 |
|
|
2024
Q4 | $238K | Buy |
1,666
+10
| +0.6% | +$1.43K | 0.02% | 300 |
|
|
2024
Q3 | $250K | Buy |
1,656
+10
| +0.6% | +$1.51K | 0.02% | 249 |
|
|
2024
Q2 | $248K | Buy |
1,646
+46
| +3% | +$6.92K | 0.02% | 234 |
|
|
2024
Q1 | $232K | Hold |
1,600
| – | – | 0.03% | 172 |
|
|
2023
Q4 | $225K | Buy |
+1,600
| New | +$225K | 0.04% | 172 |
|