BTWM
Baker Tilly Wealth Management’s Teradata TDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,611
| Closed | -$488K | – | 402 |
|
|
2024
Q1 | $488K | Sell |
12,611
-932
| -7% | -$36K | 0.09% | 257 |
|
|
2023
Q4 | $589K | Sell |
13,543
-73
| -0.5% | -$3.18K | 0.1% | 238 |
|
|
2023
Q3 | $613K | Buy |
13,616
+384
| +3% | +$17.3K | 0.1% | 210 |
|
|
2023
Q2 | $707K | Buy |
13,232
+768
| +6% | +$41K | 0.07% | 267 |
|
|
2023
Q1 | $502K | Buy |
12,464
+560
| +5% | +$22.6K | 0.06% | 331 |
|
|
2022
Q4 | $401K | Buy |
11,904
+2,980
| +33% | +$100K | 0.05% | 380 |
|
|
2022
Q3 | $277K | Sell |
8,924
-121
| -1% | -$3.76K | 0.04% | 425 |
|
|
2022
Q2 | $335K | Sell |
9,045
-2,264
| -20% | -$83.9K | 0.04% | 396 |
|
|
2022
Q1 | $557K | Buy |
11,309
+3,961
| +54% | +$195K | 0.06% | 320 |
|
|
2021
Q4 | $312K | Sell |
7,348
-708
| -9% | -$30.1K | 0.03% | 425 |
|
|
2021
Q3 | $462K | Buy |
8,056
+2,232
| +38% | +$128K | 0.06% | 334 |
|
|
2021
Q2 | $291K | Buy |
+5,824
| New | +$291K | 0.05% | 403 |
|