Whitney & Co’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
Q1 | – | Sell |
-91,435
| Closed | -$2.44M | – | 107 |
|
2015
Q4 | $2.44M | Sell |
91,435
-6,700
| -7% | -$179K | 1.06% | 43 |
|
2015
Q3 | $2.58M | Sell |
98,135
-1,600
| -2% | -$42K | 1.17% | 38 |
|
2015
Q2 | $1.76M | Buy |
99,735
+2,550
| +3% | +$45K | 0.77% | 52 |
|
2015
Q1 | $1.89M | Sell |
97,185
-2,200
| -2% | -$42.7K | 0.84% | 49 |
|
2014
Q4 | $2.04M | Buy |
99,385
+2,100
| +2% | +$43K | 0.91% | 46 |
|
2014
Q3 | $1.69M | Buy |
97,285
+300
| +0.3% | +$5.22K | 0.78% | 54 |
|
2014
Q2 | $1.79M | Buy |
96,985
+1,400
| +1% | +$25.9K | 0.83% | 52 |
|
2014
Q1 | $1.64M | Buy |
95,585
+12,075
| +14% | +$207K | 0.83% | 51 |
|
2013
Q4 | $1.44M | Buy |
83,510
+22,410
| +37% | +$386K | 0.79% | 49 |
|
2013
Q3 | $1.01M | Buy |
61,100
+18,900
| +45% | +$313K | 0.71% | 49 |
|
2013
Q2 | $725K | Buy |
+42,200
| New | +$725K | 0.53% | 56 |
|