Wealthcare Advisory Partners’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-537
| Closed | -$25K | – | 1762 |
|
|
2021
Q1 | $25K | Buy |
+537
| New | +$25K | ﹤0.01% | 1127 |
|
|
2020
Q2 | – | Sell |
-671
| Closed | -$25K | – | 1269 |
|
|
2020
Q1 | $25K | Buy |
671
+101
| +18% | +$3.76K | ﹤0.01% | 678 |
|
|
2019
Q4 | $32K | Sell |
570
-1,168
| -67% | -$65.6K | ﹤0.01% | 646 |
|
|
2019
Q3 | $90K | Buy |
1,738
+229
| +15% | +$11.9K | 0.01% | 416 |
|
|
2019
Q2 | $84K | Hold |
1,509
| – | – | 0.01% | 414 |
|
|
2019
Q1 | $84K | Buy |
1,509
+310
| +26% | +$17.3K | 0.01% | 366 |
|
|
2018
Q4 | $63K | Hold |
1,199
| – | – | 0.01% | 390 |
|
|
2018
Q3 | $77K | Sell |
1,199
-215
| -15% | -$13.8K | 0.01% | 380 |
|
|
2018
Q2 | $86K | Buy |
1,414
+94
| +7% | +$5.72K | 0.02% | 360 |
|
|
2018
Q1 | $76K | Sell |
1,320
-208
| -14% | -$12K | 0.02% | 330 |
|
|
2017
Q4 | $84K | Buy |
1,528
+43
| +3% | +$2.36K | 0.02% | 289 |
|
|
2017
Q3 | $79K | Buy |
+1,485
| New | +$79K | 0.02% | 247 |
|