CWM
Circle Wealth Management’s Telephone and Data Systems TDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-27,300
| Closed | -$507K | – | 212 |
|
|
2020
Q4 | $507K | Buy |
27,300
+6,800
| +33% | +$126K | 0.07% | 143 |
|
|
2020
Q3 | $378K | Buy |
20,500
+700
| +4% | +$12.9K | 0.06% | 134 |
|
|
2020
Q2 | $394K | Sell |
19,800
-1,200
| -6% | -$23.9K | 0.07% | 127 |
|
|
2020
Q1 | $352K | Hold |
21,000
| – | – | 0.07% | 136 |
|
|
2019
Q4 | $534K | Sell |
21,000
-3,900
| -16% | -$99.2K | 0.09% | 99 |
|
|
2019
Q3 | $642K | Hold |
24,900
| – | – | 0.14% | 84 |
|
|
2019
Q2 | $757K | Sell |
24,900
-9,000
| -27% | -$274K | 0.16% | 76 |
|
|
2019
Q1 | $1.04M | Buy |
+33,900
| New | +$1.04M | 0.23% | 69 |
|