Alan B. Lancz & Associates’s Telephone and Data Systems TDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,930
| Closed | -$90K | – | 138 |
|
|
2023
Q2 | $90K | Buy |
+10,930
| New | +$90K | 0.1% | 133 |
|
|
2023
Q1 | – | Sell |
-11,147
| Closed | -$127K | – | 184 |
|
|
2022
Q4 | $127K | Sell |
11,147
-109
| -1% | -$1.25K | 0.13% | 186 |
|
|
2022
Q3 | $156K | Hold |
11,256
| – | – | 0.19% | 134 |
|
|
2022
Q2 | $178K | Sell |
11,256
-1,534
| -12% | -$24.3K | 0.18% | 141 |
|
|
2022
Q1 | $241K | Hold |
12,790
| – | – | 0.21% | 126 |
|
|
2021
Q4 | $258K | Buy |
+12,790
| New | +$258K | 0.23% | 122 |
|