Smith Salley Wealth Management’s TE Connectivity TEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,215
Closed -$322K 229
2024
Q1
$322K Sell
2,215
-62,542
-97% -$9.08M 0.03% 194
2023
Q4
$9.1M Buy
64,757
+1,488
+2% +$209K 0.59% 49
2023
Q3
$7.82M Buy
63,269
+2,625
+4% +$324K 0.58% 49
2023
Q2
$8.5M Buy
60,644
+307
+0.5% +$43K 0.63% 47
2023
Q1
$7.91M Buy
60,337
+2,177
+4% +$286K 0.63% 47
2022
Q4
$6.68M Sell
58,160
-2,941
-5% -$338K 0.57% 52
2022
Q3
$6.74M Buy
61,101
+1,009
+2% +$111K 0.63% 48
2022
Q2
$6.8M Buy
60,092
+1,269
+2% +$144K 0.59% 53
2022
Q1
$7.71M Buy
58,823
+1,884
+3% +$247K 0.58% 49
2021
Q4
$9.19M Buy
56,939
+1,538
+3% +$248K 0.65% 46
2021
Q3
$7.6M Buy
55,401
+1,296
+2% +$178K 0.6% 46
2021
Q2
$7.32M Buy
+54,105
New +$7.32M 0.59% 46