Wills Financial Group’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,150
| Closed | -$319K | – | 81 |
|
|
2015
Q3 | $319K | Sell |
7,150
-3,900
| -35% | -$174K | 0.29% | 61 |
|
|
2015
Q2 | $543K | Sell |
11,050
-8,200
| -43% | -$403K | 0.46% | 50 |
|
|
2015
Q1 | $955K | Sell |
19,250
-1,925
| -9% | -$95.5K | 0.79% | 38 |
|
|
2014
Q4 | $1.08M | Buy |
21,175
+1,650
| +8% | +$84.5K | 0.88% | 35 |
|
|
2014
Q3 | $1.26M | Hold |
19,525
| – | – | 1.06% | 32 |
|
|
2014
Q2 | $1.41M | Sell |
19,525
-100
| -0.5% | -$7.22K | 1.17% | 32 |
|
|
2014
Q1 | $1.29M | Sell |
19,625
-100
| -0.5% | -$6.56K | 1.22% | 31 |
|
|
2013
Q4 | $1.21M | Buy |
+19,725
| New | +$1.21M | 1.24% | 31 |
|