WFG Advisors’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,380
| Closed | -$423K | – | 1662 |
|
|
2017
Q1 | $423K | Sell |
8,380
-342
| -4% | -$17.3K | 0.11% | 196 |
|
|
2016
Q4 | $445K | Sell |
8,722
-2,285
| -21% | -$117K | 0.11% | 216 |
|
|
2016
Q3 | $525K | Buy |
11,007
+947
| +9% | +$45.2K | 0.13% | 174 |
|
|
2016
Q2 | $484K | Buy |
10,060
+580
| +6% | +$27.9K | 0.13% | 172 |
|
|
2016
Q1 | $431K | Buy |
9,480
+159
| +2% | +$7.23K | 0.12% | 182 |
|
|
2015
Q4 | $419K | Sell |
9,321
-277
| -3% | -$12.5K | 0.13% | 183 |
|
|
2015
Q3 | $429K | Sell |
9,598
-228
| -2% | -$10.2K | 0.13% | 170 |
|
|
2015
Q2 | $483K | Buy |
9,826
+125
| +1% | +$6.14K | 0.13% | 168 |
|
|
2015
Q1 | $482K | Buy |
9,701
+496
| +5% | +$24.6K | 0.13% | 182 |
|
|
2014
Q4 | $471K | Buy |
9,205
+1,360
| +17% | +$69.6K | 0.1% | 233 |
|
|
2014
Q3 | $506K | Buy |
7,845
+6,077
| +344% | +$392K | 0.1% | 253 |
|
|
2014
Q2 | $128K | Buy |
1,768
+477
| +37% | +$34.5K | 0.02% | 574 |
|
|
2014
Q1 | $85K | Sell |
1,291
-1,969
| -60% | -$130K | 0.02% | 699 |
|
|
2013
Q4 | $200K | Buy |
3,260
+168
| +5% | +$10.3K | 0.03% | 519 |
|
|
2013
Q3 | $179K | Sell |
3,092
-980
| -24% | -$56.7K | 0.03% | 523 |
|
|
2013
Q2 | $198K | Buy |
+4,072
| New | +$198K | 0.03% | 461 |
|