WWM
Willingdon Wealth Management’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-32
| Closed | -$3K | – | 372 |
|
|
2019
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 309 |
|
|
2019
Q3 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 323 |
|
|
2018
Q4 | – | Sell |
-305
| Closed | -$27K | – | 405 |
|
|
2018
Q3 | $27K | Buy |
305
+176
| +136% | +$15.6K | 0.01% | 247 |
|
|
2018
Q2 | $12K | Hold |
129
| – | – | ﹤0.01% | 252 |
|
|
2018
Q1 | $13K | Hold |
129
| – | – | ﹤0.01% | 240 |
|
|
2017
Q4 | $12K | Sell |
129
-73
| -36% | -$6.79K | ﹤0.01% | 230 |
|
|
2017
Q3 | $17K | Buy |
+202
| New | +$17K | 0.01% | 199 |
|