WIA
Westbourne Investment Advisors’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,340
| Closed | -$286K | – | 106 |
|
|
2017
Q3 | $286K | Sell |
5,340
-950
| -15% | -$50.9K | 0.22% | 89 |
|
|
2017
Q2 | $312K | Sell |
6,290
-4,425
| -41% | -$219K | 0.25% | 84 |
|
|
2017
Q1 | $540K | Sell |
10,715
-2,790
| -21% | -$141K | 0.44% | 58 |
|
|
2016
Q4 | $688K | Buy |
13,505
+475
| +4% | +$24.2K | 0.6% | 52 |
|
|
2016
Q3 | $622K | Sell |
13,030
-1,075
| -8% | -$51.3K | 0.55% | 58 |
|
|
2016
Q2 | $678K | Buy |
+14,105
| New | +$678K | 0.61% | 51 |
|
|
2015
Q4 | – | Sell |
-19,320
| Closed | -$864K | – | 108 |
|
|
2015
Q3 | $864K | Sell |
19,320
-600
| -3% | -$26.8K | 0.87% | 37 |
|
|
2015
Q2 | $979K | Buy |
+19,920
| New | +$979K | 0.89% | 37 |
|