Williams Jones & Associates’s TECO ENERGY INC TE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-10,400
| Closed | -$184K | – | 393 |
|
|
2015
Q2 | $184K | Sell |
10,400
-1,000
| -9% | -$17.7K | 0.01% | 354 |
|
|
2015
Q1 | $221K | Hold |
11,400
| – | – | 0.01% | 334 |
|
|
2014
Q4 | $234K | Buy |
11,400
+1,800
| +19% | +$36.9K | 0.01% | 335 |
|
|
2014
Q3 | $167K | Hold |
9,600
| – | – | 0.01% | 316 |
|
|
2014
Q2 | $177K | Sell |
9,600
-13,200
| -58% | -$243K | 0.01% | 322 |
|
|
2014
Q1 | $391K | Buy |
22,800
+13,200
| +138% | +$226K | 0.01% | 332 |
|
|
2013
Q4 | $166K | Hold |
9,600
| – | – | 0.01% | 303 |
|
|
2013
Q3 | $159K | Sell |
9,600
-2,300
| -19% | -$38.1K | 0.01% | 309 |
|
|
2013
Q2 | $205K | Buy |
+11,900
| New | +$205K | 0.01% | 308 |
|