YorkBridge Wealth Partners’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-498
| Closed | -$28K | – | 607 |
|
2019
Q2 | $28K | Buy |
498
+12
| +2% | +$675 | 0.01% | 428 |
|
2019
Q1 | $27K | Hold |
486
| – | – | 0.01% | 426 |
|
2018
Q4 | $25K | Hold |
486
| – | – | 0.01% | 412 |
|
2018
Q3 | $32K | Hold |
486
| – | – | 0.01% | 415 |
|
2018
Q2 | $29K | Sell |
486
-468
| -49% | -$27.9K | 0.01% | 445 |
|
2018
Q1 | $58K | Sell |
954
-320
| -25% | -$19.5K | 0.03% | 358 |
|
2017
Q4 | $69K | Sell |
1,274
-195
| -13% | -$10.6K | 0.03% | 337 |
|
2017
Q3 | $79K | Buy |
1,469
+102
| +7% | +$5.49K | 0.04% | 320 |
|
2017
Q2 | $68K | Sell |
1,367
-148
| -10% | -$7.36K | 0.04% | 332 |
|
2017
Q1 | $77K | Buy |
1,515
+288
| +23% | +$14.6K | 0.04% | 316 |
|
2016
Q4 | $57K | Buy |
+1,227
| New | +$57K | 0.03% | 339 |
|