Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-16,473
| Closed | -$304K | – | 298 |
|
|
2020
Q3 | $304K | Buy |
+16,473
| New | +$304K | 0.03% | 205 |
|
|
2019
Q3 | – | Sell |
-9,376
| Closed | -$285K | – | 268 |
|
|
2019
Q2 | $285K | Sell |
9,376
-8,097
| -46% | -$246K | 0.03% | 192 |
|
|
2019
Q1 | $537K | Sell |
17,473
-209
| -1% | -$6.42K | 0.06% | 125 |
|
|
2018
Q4 | $575K | Buy |
+17,682
| New | +$575K | 0.07% | 116 |
|
|
2018
Q3 | – | Sell |
-7,682
| Closed | -$211K | – | 248 |
|
|
2018
Q2 | $211K | Buy |
+7,682
| New | +$211K | 0.03% | 211 |
|