SWM
Segment Wealth Management’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,453
| Closed | -$302K | – | 232 |
|
|
2019
Q4 | $302K | Buy |
+5,453
| New | +$302K | 0.05% | 193 |
|
|
2018
Q4 | – | Sell |
-4,370
| Closed | -$282K | – | 218 |
|
|
2018
Q3 | $282K | Buy |
4,370
+8
| +0.2% | +$516 | 0.06% | 173 |
|
|
2018
Q2 | $264K | Sell |
4,362
-445
| -9% | -$26.9K | 0.06% | 169 |
|
|
2018
Q1 | $277K | Buy |
4,807
+330
| +7% | +$19K | 0.07% | 156 |
|
|
2017
Q4 | $248K | Sell |
4,477
-326
| -7% | -$18.1K | 0.06% | 173 |
|
|
2017
Q3 | $257K | Buy |
4,803
+166
| +4% | +$8.88K | 0.07% | 170 |
|
|
2017
Q2 | $230K | Buy |
+4,637
| New | +$230K | 0.06% | 186 |
|