CWA
Constellation Wealth Advisors’s Telephone and Data Systems TDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-214,590
| Closed | -$5.6M | – | 210 |
|
|
2014
Q2 | $5.6M | Buy |
214,590
+11,315
| +6% | +$295K | 0.63% | 42 |
|
|
2014
Q1 | $5.33M | Buy |
203,275
+9,017
| +5% | +$236K | 0.52% | 57 |
|
|
2013
Q4 | $5.01M | Buy |
194,258
+5,609
| +3% | +$145K | 0.48% | 53 |
|
|
2013
Q3 | $5.58M | Buy |
188,649
+5,231
| +3% | +$155K | 0.63% | 40 |
|
|
2013
Q2 | $4.52M | Buy |
+183,418
| New | +$4.52M | 0.54% | 51 |
|