Whitegate Investment Counselors’s TE Connectivity TEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-4,105
| Closed | -$306K | – | 176 |
|
2017
Q1 | $306K | Sell |
4,105
-700
| -15% | -$52.2K | 0.07% | 148 |
|
2016
Q4 | $333K | Sell |
4,805
-200
| -4% | -$13.9K | 0.09% | 129 |
|
2016
Q3 | $322K | Sell |
5,005
-10,210
| -67% | -$657K | 0.09% | 129 |
|
2016
Q2 | $869K | Buy |
+15,215
| New | +$869K | 0.24% | 90 |
|
2014
Q1 | $914K | Buy |
+14,765
| New | +$914K | 0.25% | 89 |
|