CSWM
Cassady Schiller Wealth Management’s Teradata TDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22
| Closed | -$957 | – | 507 |
|
|
2023
Q4 | $957 | Hold |
22
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $990 | Hold |
22
| – | – | ﹤0.01% | 423 |
|
|
2023
Q2 | $1.18K | Hold |
22
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $886 | Hold |
22
| – | – | ﹤0.01% | 423 |
|
|
2022
Q4 | $741 | Buy |
+22
| New | +$741 | ﹤0.01% | 443 |
|
|
2022
Q1 | – | Sell |
-22
| Closed | -$1K | – | 541 |
|
|
2021
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 503 |
|