CWM
TER icon

Circle Wealth Management’s Teradyne TER Stock Holding History

Circle Wealth Management’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,791
Closed -$910K – 223
2024
Q3 		$910K Buy
6,791
+3,808
+128% +$510K 0.02% 122
2024
Q2 		$442K Buy
+2,983
New +$442K 0.01% 168