VWA
V Wealth Advisors’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,905
| Closed | -$267K | – | 336 |
|
|
2023
Q2 | $267K | Hold |
1,905
| – | – | 0.04% | 306 |
|
|
2023
Q1 | $250K | Sell |
1,905
-4
| -0.2% | -$525 | 0.05% | 322 |
|
|
2022
Q4 | $219K | Buy |
+1,909
| New | +$219K | 0.05% | 324 |
|
|
2022
Q1 | – | Sell |
-1,448
| Closed | -$234K | – | 472 |
|
|
2021
Q4 | $234K | Sell |
1,448
-72
| -5% | -$11.6K | 0.03% | 405 |
|
|
2021
Q3 | $208K | Sell |
1,520
-798
| -34% | -$109K | 0.03% | 438 |
|
|
2021
Q2 | $313K | Buy |
+2,318
| New | +$313K | 0.05% | 359 |
|
|
2020
Q2 | – | Sell |
-20,451
| Closed | -$1.29M | – | 377 |
|
|
2020
Q1 | $1.29M | Buy |
20,451
+1,738
| +9% | +$109K | 0.4% | 57 |
|
|
2019
Q4 | $1.74M | Hold |
18,713
| – | – | 0.62% | 38 |
|
|
2019
Q3 | $1.74M | Buy |
18,713
+57
| +0.3% | +$5.31K | 0.62% | 38 |
|
|
2019
Q2 | $1.79M | Buy |
+18,656
| New | +$1.79M | 0.68% | 37 |
|