Wealthspire Advisors (New York)’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,309
| Closed | -$205K | – | 597 |
|
|
2022
Q4 | $205K | Buy |
+3,309
| New | +$205K | ﹤0.01% | 537 |
|
|
2020
Q2 | – | Sell |
-6,721
| Closed | -$250K | – | 508 |
|
|
2020
Q1 | $250K | Buy |
+6,721
| New | +$250K | 0.01% | 432 |
|
|
2019
Q1 | – | Sell |
-1,054
| Closed | -$55K | – | 733 |
|
|
2018
Q4 | $55K | Buy |
+1,054
| New | +$55K | 0.01% | 173 |
|