Security National Trust’s TECO ENERGY INC TE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,045
| Closed | -$29K | – | 475 |
|
|
2016
Q2 | $29K | Sell |
1,045
-1
| -0.1% | -$28 | 0.01% | 310 |
|
|
2016
Q1 | $29K | Hold |
1,046
| – | – | 0.01% | 309 |
|
|
2015
Q4 | $28K | Hold |
1,046
| – | – | 0.01% | 305 |
|
|
2015
Q3 | $27K | Sell |
1,046
-800
| -43% | -$17.9K | 0.01% | 312 |
|
|
2015
Q2 | $33K | Hold |
1,846
| – | – | 0.01% | 308 |
|
|
2015
Q1 | $36K | Hold |
1,846
| – | – | 0.01% | 310 |
|
|
2014
Q4 | $38K | Hold |
1,846
| – | – | 0.01% | 299 |
|
|
2014
Q3 | $32K | Hold |
1,846
| – | – | 0.01% | 307 |
|
|
2014
Q2 | $34K | Hold |
1,846
| – | – | 0.01% | 308 |
|
|
2014
Q1 | $32K | Hold |
1,846
| – | – | 0.01% | 314 |
|
|
2013
Q4 | $32K | Buy |
1,846
+800
| +76% | +$13.7K | 0.01% | 310 |
|
|
2013
Q3 | $17K | Sell |
1,046
-214
| -17% | -$3.65K | 0.01% | 350 |
|
|
2013
Q2 | $22K | Buy |
+1,260
| New | +$22.8K | 0.01% | 322 |
|