Summit Wealth & Retirement Planning’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,731
| Closed | -$259K | – | 114 |
|
|
2020
Q2 | $259K | Sell |
6,731
-1,063
| -14% | -$40.9K | 0.12% | 100 |
|
|
2020
Q1 | $290K | Sell |
7,794
-578
| -7% | -$21.5K | 0.16% | 93 |
|
|
2019
Q4 | $463K | Sell |
8,372
-4,609
| -36% | -$255K | 0.21% | 85 |
|
|
2019
Q3 | $675K | Sell |
12,981
-801
| -6% | -$41.7K | 0.41% | 58 |
|
|
2019
Q2 | $769K | Sell |
13,782
-975
| -7% | -$54.4K | 0.45% | 53 |
|
|
2019
Q1 | $821K | Buy |
+14,757
| New | +$821K | 0.49% | 51 |
|