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