WR Wealth Planners’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.18K | Sell |
40
-165
| -80% | -$8.99K | ﹤0.01% | 845 |
|
|
2024
Q3 | $13.2K | Sell |
205
-28
| -12% | -$1.81K | ﹤0.01% | 585 |
|
|
2024
Q2 | $15.5K | Sell |
233
-59
| -20% | -$3.93K | ﹤0.01% | 493 |
|
|
2024
Q1 | $20.1K | Buy |
+292
| New | +$20.1K | 0.01% | 452 |
|
|
2023
Q4 | – | Sell |
-175
| Closed | -$11.5K | – | 810 |
|
|
2023
Q3 | $11.5K | Buy |
175
+14
| +9% | +$921 | ﹤0.01% | 521 |
|
|
2023
Q2 | $9.28K | Hold |
161
| – | – | ﹤0.01% | 594 |
|
|
2023
Q1 | $9.51K | Buy |
161
+105
| +188% | +$6.2K | ﹤0.01% | 569 |
|
|
2022
Q4 | $3.48K | Hold |
56
| – | – | ﹤0.01% | 360 |
|
|
2022
Q3 | $2.61K | Hold |
56
| – | – | ﹤0.01% | 370 |
|
|
2022
Q2 | $2.95K | Hold |
56
| – | – | ﹤0.01% | 393 |
|
|
2022
Q1 | $2.83K | Buy |
+56
| New | +$2.83K | ﹤0.01% | 406 |
|