SVWAG
Sound View Wealth Advisors Group’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,394
| Closed | -$220K | – | 434 |
|
|
2025
Q1 | $220K | Buy |
+3,394
| New | +$220K | 0.02% | 378 |
|
|
2024
Q4 | – | Sell |
-3,457
| Closed | -$223K | – | 422 |
|
|
2024
Q3 | $223K | Buy |
3,457
+175
| +5% | +$11.3K | 0.02% | 383 |
|
|
2024
Q2 | $219K | Sell |
3,282
-19
| -0.6% | -$1.27K | 0.02% | 344 |
|
|
2024
Q1 | $227K | Sell |
3,301
-543
| -14% | -$37.4K | 0.02% | 342 |
|
|
2023
Q4 | $259K | Buy |
3,844
+263
| +7% | +$17.7K | 0.03% | 328 |
|
|
2023
Q3 | $235K | Sell |
3,581
-400
| -10% | -$26.3K | 0.03% | 324 |
|
|
2023
Q2 | $229K | Sell |
3,981
-8
| -0.2% | -$461 | 0.03% | 329 |
|
|
2023
Q1 | $236K | Buy |
3,989
+145
| +4% | +$8.56K | 0.03% | 322 |
|
|
2022
Q4 | $259K | Buy |
+3,844
| New | +$259K | 0.03% | 328 |
|
|
2021
Q4 | – | Sell |
-4,845
| Closed | -$232K | – | 299 |
|
|
2021
Q3 | $232K | Sell |
4,845
-5,530
| -53% | -$265K | 0.05% | 265 |
|
|
2021
Q2 | $470K | Sell |
10,375
-639
| -6% | -$28.9K | 0.1% | 181 |
|
|
2021
Q1 | $513K | Buy |
+11,014
| New | +$513K | 0.12% | 157 |
|
|
2020
Q1 | – | Sell |
-4,486
| Closed | -$248K | – | 235 |
|
|
2019
Q4 | $248K | Sell |
4,486
-62
| -1% | -$3.43K | 0.07% | 212 |
|
|
2019
Q3 | $236K | Sell |
4,548
-150
| -3% | -$7.78K | 0.07% | 221 |
|
|
2019
Q2 | $262K | Buy |
+4,698
| New | +$262K | 0.08% | 213 |
|