V Wealth Advisors’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,545
| Closed | -$280K | – | 464 |
|
|
2022
Q1 | $280K | Buy |
5,545
+326
| +6% | +$16.5K | 0.04% | 357 |
|
|
2021
Q4 | $258K | Sell |
5,219
-1,439
| -22% | -$71.1K | 0.04% | 385 |
|
|
2021
Q3 | $319K | Sell |
6,658
-205
| -3% | -$9.82K | 0.05% | 347 |
|
|
2021
Q2 | $315K | Buy |
6,863
+22
| +0.3% | +$1.01K | 0.05% | 357 |
|
|
2021
Q1 | $318K | Sell |
6,841
-81
| -1% | -$3.77K | 0.06% | 329 |
|
|
2020
Q4 | $290K | Buy |
+6,922
| New | +$290K | 0.06% | 306 |
|
|
2020
Q3 | – | Sell |
-7,512
| Closed | -$289K | – | 328 |
|
|
2020
Q2 | $289K | Sell |
7,512
-429
| -5% | -$16.5K | 0.08% | 281 |
|
|
2020
Q1 | $296K | Sell |
7,941
-1,046
| -12% | -$39K | 0.09% | 223 |
|
|
2019
Q4 | $467K | Hold |
8,987
| – | – | 0.17% | 145 |
|
|
2019
Q3 | $467K | Buy |
8,987
+33
| +0.4% | +$1.72K | 0.17% | 146 |
|
|
2019
Q2 | $505K | Buy |
8,954
+195
| +2% | +$11K | 0.19% | 128 |
|
|
2019
Q1 | $494K | Sell |
8,759
-157
| -2% | -$8.86K | 0.2% | 124 |
|
|
2018
Q4 | $487K | Sell |
8,916
-263
| -3% | -$14.4K | 0.25% | 99 |
|
|
2018
Q3 | $589K | Buy |
+9,179
| New | +$589K | 0.27% | 95 |
|
|
2016
Q4 | – | Sell |
-5,745
| Closed | -$274K | – | 188 |
|
|
2016
Q3 | $274K | Sell |
5,745
-20
| -0.3% | -$954 | 0.22% | 130 |
|
|
2016
Q2 | $275K | Buy |
+5,765
| New | +$275K | 0.23% | 121 |
|