SWM
Selective Wealth Management’s TotalEnergies TTE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-259
| Closed | -$12K | – | 674 |
|
2022
Q3 | $12K | Hold |
259
| – | – | 0.01% | 502 |
|
2022
Q2 | $14K | Hold |
259
| – | – | 0.01% | 523 |
|
2022
Q1 | $13K | Buy |
+259
| New | +$13K | ﹤0.01% | 507 |
|
2020
Q3 | – | Sell |
-85
| Closed | -$3K | – | 411 |
|
2020
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 361 |
|
2020
Q1 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 255 |
|