Wealthspire Advisors (Maryland)’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,433
| Closed | -$202K | – | 473 |
|
|
2020
Q1 | $202K | Sell |
5,433
-438
| -7% | -$16.3K | 0.02% | 392 |
|
|
2019
Q4 | $325K | Buy |
5,871
+354
| +6% | +$19.6K | 0.02% | 356 |
|
|
2019
Q3 | $287K | Sell |
5,517
-261
| -5% | -$13.6K | 0.02% | 354 |
|
|
2019
Q2 | $322K | Sell |
5,778
-407
| -7% | -$22.7K | 0.02% | 334 |
|
|
2019
Q1 | $344K | Buy |
6,185
+36
| +0.6% | +$2K | 0.03% | 324 |
|
|
2018
Q4 | $321K | Sell |
6,149
-1,375
| -18% | -$71.8K | 0.03% | 309 |
|
|
2018
Q3 | $484K | Sell |
7,524
-510
| -6% | -$32.8K | 0.04% | 252 |
|
|
2018
Q2 | $487K | Sell |
8,034
-924
| -10% | -$56K | 0.04% | 243 |
|
|
2018
Q1 | $517K | Sell |
8,958
-783
| -8% | -$45.2K | 0.05% | 239 |
|
|
2017
Q4 | $538K | Buy |
9,741
+2,460
| +34% | +$136K | 0.05% | 240 |
|
|
2017
Q3 | $390K | Sell |
7,281
-3,284
| -31% | -$176K | 0.04% | 296 |
|
|
2017
Q2 | $524K | Buy |
10,565
+2,338
| +28% | +$116K | 0.06% | 219 |
|
|
2017
Q1 | $415K | Buy |
8,227
+366
| +5% | +$18.5K | 0.06% | 219 |
|
|
2016
Q4 | $401K | Sell |
7,861
-364
| -4% | -$18.6K | 0.06% | 212 |
|
|
2016
Q3 | $392K | Sell |
8,225
-215
| -3% | -$10.2K | 0.06% | 216 |
|
|
2016
Q2 | $406K | Buy |
8,440
+985
| +13% | +$47.4K | 0.07% | 199 |
|
|
2016
Q1 | $339K | Buy |
7,455
+3,281
| +79% | +$149K | 0.06% | 223 |
|
|
2015
Q4 | $188K | Buy |
+4,174
| New | +$188K | 0.04% | 373 |
|