Welch Capital Partners’s TECO ENERGY INC TE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-23,896
| Closed | -$658K | – | 43 |
|
|
2016
Q1 | $658K | Hold |
23,896
| – | – | 0.24% | 31 |
|
|
2015
Q4 | $637K | Hold |
23,896
| – | – | 0.21% | 30 |
|
|
2015
Q3 | $628K | Hold |
23,896
| – | – | 0.21% | 30 |
|
|
2015
Q2 | $422K | Hold |
23,896
| – | – | 0.13% | 36 |
|
|
2015
Q1 | $464K | Hold |
23,896
| – | – | 0.15% | 32 |
|
|
2014
Q4 | $490K | Hold |
23,896
| – | – | 0.16% | 33 |
|
|
2014
Q3 | $415K | Hold |
23,896
| – | – | 0.14% | 34 |
|
|
2014
Q2 | $442K | Sell |
23,896
-2,500
| -9% | -$46.2K | 0.16% | 34 |
|
|
2014
Q1 | $453K | Hold |
26,396
| – | – | 0.16% | 34 |
|
|
2013
Q4 | $455K | Hold |
26,396
| – | – | 0.15% | 35 |
|
|
2013
Q3 | $437K | Sell |
26,396
-46,420
| -64% | -$769K | 0.15% | 38 |
|
|
2013
Q2 | $1.25M | Buy |
+72,816
| New | +$1.25M | 0.44% | 35 |
|