YorkBridge Wealth Partners’s TE Connectivity TEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,236
| Closed | -$118K | – | 591 |
|
2019
Q2 | $118K | Buy |
1,236
+28
| +2% | +$2.67K | 0.05% | 262 |
|
2019
Q1 | $98K | Sell |
1,208
-448
| -27% | -$36.3K | 0.05% | 278 |
|
2018
Q4 | $125K | Buy |
1,656
+80
| +5% | +$6.04K | 0.07% | 216 |
|
2018
Q3 | $137K | Sell |
1,576
-130
| -8% | -$11.3K | 0.06% | 231 |
|
2018
Q2 | $154K | Hold |
1,706
| – | – | 0.07% | 207 |
|
2018
Q1 | $169K | Sell |
1,706
-56
| -3% | -$5.55K | 0.08% | 200 |
|
2017
Q4 | $174K | Sell |
1,762
-1,016
| -37% | -$100K | 0.08% | 190 |
|
2017
Q3 | $231K | Sell |
2,778
-178
| -6% | -$14.8K | 0.12% | 158 |
|
2017
Q2 | $231K | Hold |
2,956
| – | – | 0.12% | 158 |
|
2017
Q1 | $224K | Sell |
2,956
-415
| -12% | -$31.4K | 0.12% | 160 |
|
2016
Q4 | $229K | Buy |
+3,371
| New | +$229K | 0.14% | 144 |
|