Zimmermann Investment Management & Planning’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,696
| Closed | -$239K | – | 123 |
|
|
2024
Q3 | $239K | Sell |
3,696
-410
| -10% | -$26.5K | 0.07% | 131 |
|
|
2024
Q2 | $274K | Sell |
4,106
-344
| -8% | -$22.9K | 0.09% | 113 |
|
|
2024
Q1 | $306K | Sell |
4,450
-1,630
| -27% | -$112K | 0.11% | 109 |
|
|
2023
Q4 | $410K | Sell |
6,080
-4,166
| -41% | -$281K | 0.17% | 80 |
|
|
2023
Q3 | $674K | Buy |
+10,246
| New | +$674K | 0.32% | 57 |
|