Transform Wealth’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-57,620
| Closed | -$3.21M | – | 239 |
|
2019
Q1 | $3.21M | Buy |
57,620
+393
| +0.7% | +$21.9K | 0.6% | 67 |
|
2018
Q4 | $2.99M | Buy |
57,227
+971
| +2% | +$50.7K | 0.61% | 65 |
|
2018
Q3 | $3.62M | Buy |
56,256
+1,684
| +3% | +$108K | 0.63% | 65 |
|
2018
Q2 | $3.31M | Buy |
54,572
+2,282
| +4% | +$138K | 0.6% | 61 |
|
2018
Q1 | $3.02M | Buy |
52,290
+3,058
| +6% | +$176K | 0.57% | 61 |
|
2017
Q4 | $2.72M | Buy |
49,232
+11,083
| +29% | +$613K | 0.5% | 70 |
|
2017
Q3 | $2.04M | Buy |
+38,149
| New | +$2.04M | 0.71% | 40 |
|