Willingdon Wealth Management’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 |
-47,067
| Closed | -$838K | – | 90 |
|
|
2015
Q2 | $838K | Sell |
47,067
-1,176
| -2% | -$20.9K | 0.8% | 58 |
|
|
2015
Q1 | $936K | Sell |
48,243
-5,383
| -10% | -$104K | 0.78% | 56 |
|
|
2014
Q4 | $1.1M | Sell |
53,626
-1,761
| -3% | -$36.1K | 0.69% | 64 |
|
|
2014
Q3 | $963K | Buy |
55,387
+4,090
| +8% | +$71.1K | 0.63% | 69 |
|
|
2014
Q2 | $948K | Buy |
+51,297
| New | +$948K | 0.66% | 63 |
|