SW
SVB Wealth’s Telefonica TEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,945
| Closed | -$52.7K | – | 815 |
|
|
2024
Q1 | $52.7K | Sell |
11,945
-8,214
| -41% | -$36.2K | ﹤0.01% | 837 |
|
|
2023
Q4 | $78.6K | Sell |
20,159
-8,493
| -30% | -$33.1K | ﹤0.01% | 842 |
|
|
2023
Q3 | $117K | Buy |
28,652
+1,267
| +5% | +$5.16K | ﹤0.01% | 795 |
|
|
2023
Q2 | $110K | Sell |
27,385
-2,142
| -7% | -$8.63K | ﹤0.01% | 870 |
|
|
2023
Q1 | $126K | Buy |
29,527
+4,211
| +17% | +$18K | ﹤0.01% | 924 |
|
|
2022
Q4 | $90.4K | Buy |
25,316
+9,673
| +62% | +$34.5K | ﹤0.01% | 973 |
|
|
2022
Q3 | $50K | Sell |
15,643
-58,671
| -79% | -$188K | ﹤0.01% | 948 |
|
|
2022
Q2 | $382K | Buy |
74,314
+16,618
| +29% | +$85.4K | 0.01% | 496 |
|
|
2022
Q1 | $278K | Buy |
57,696
+28,329
| +96% | +$136K | ﹤0.01% | 604 |
|
|
2021
Q4 | $124K | Sell |
29,367
-1,329
| -4% | -$5.61K | ﹤0.01% | 726 |
|
|
2021
Q3 | $144K | Buy |
30,696
+415
| +1% | +$1.95K | ﹤0.01% | 925 |
|
|
2021
Q2 | $143K | Buy |
30,281
+2,032
| +7% | +$9.6K | ﹤0.01% | 910 |
|
|
2021
Q1 | $128K | Buy |
28,249
+3,897
| +16% | +$17.7K | ﹤0.01% | 855 |
|
|
2020
Q4 | $98K | Sell |
24,352
-359
| -1% | -$1.45K | ﹤0.01% | 796 |
|
|
2020
Q3 | $85K | Buy |
24,711
+870
| +4% | +$2.99K | ﹤0.01% | 685 |
|
|
2020
Q2 | $115K | Buy |
23,841
+3,231
| +16% | +$15.6K | ﹤0.01% | 567 |
|
|
2020
Q1 | $94K | Buy |
+20,610
| New | +$94K | ﹤0.01% | 498 |
|
|
2015
Q2 | – | Sell |
-34,258
| Closed | -$492K | – | 573 |
|
|
2015
Q1 | $492K | Buy |
34,258
+3,029
| +10% | +$43.5K | 0.02% | 420 |
|
|
2014
Q4 | $444K | Buy |
+31,229
| New | +$444K | 0.01% | 421 |
|