TPWA
TRUE Private Wealth Advisors’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-152
| Closed | -$12K | – | 738 |
|
|
2020
Q2 | $12K | Hold |
152
| – | – | ﹤0.01% | 467 |
|
|
2020
Q1 | $9K | Sell |
152
-7,175
| -98% | -$425K | ﹤0.01% | 473 |
|
|
2019
Q4 | $702K | Hold |
7,327
| – | – | 0.11% | 108 |
|
|
2019
Q3 | $682K | Hold |
7,327
| – | – | 0.12% | 102 |
|
|
2019
Q2 | $701K | Hold |
7,327
| – | – | 0.12% | 97 |
|
|
2019
Q1 | $591K | Sell |
7,327
-62
| -0.8% | -$5K | 0.11% | 100 |
|
|
2018
Q4 | $558K | Sell |
7,389
-11
| -0.1% | -$831 | 0.1% | 128 |
|
|
2018
Q3 | $651K | Buy |
7,400
+1
| +0% | +$88 | 0.09% | 144 |
|
|
2018
Q2 | $666K | Hold |
7,399
| – | – | 0.1% | 127 |
|
|
2018
Q1 | $739K | Hold |
7,399
| – | – | 0.13% | 103 |
|
|
2017
Q4 | $703K | Hold |
7,399
| – | – | 0.12% | 100 |
|
|
2017
Q3 | $614K | Hold |
7,399
| – | – | 0.14% | 73 |
|
|
2017
Q2 | $582K | Buy |
7,399
+10
| +0.1% | +$787 | 0.13% | 75 |
|
|
2017
Q1 | $539K | Sell |
7,389
-100
| -1% | -$7.3K | 0.12% | 77 |
|
|
2016
Q4 | $558K | Buy |
7,489
+130
| +2% | +$9.69K | 0.14% | 76 |
|
|
2016
Q3 | $451K | Sell |
7,359
-101
| -1% | -$6.19K | 0.14% | 77 |
|
|
2016
Q2 | $426K | Buy |
7,460
+100
| +1% | +$5.71K | 0.14% | 77 |
|
|
2016
Q1 | $456K | Buy |
+7,360
| New | +$456K | 0.18% | 67 |
|