Creative Planning’s Tech Data Corp TECD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,097
| Closed | -$205K | – | 2025 |
|
|
2017
Q4 | $205K | Buy |
+2,097
| New | +$205K | ﹤0.01% | 1583 |
|
|
2017
Q3 | – | Sell |
-1,924
| Closed | -$194K | – | 4081 |
|
|
2017
Q2 | $194K | Sell |
1,924
-93
| -5% | -$9.38K | ﹤0.01% | 1525 |
|
|
2017
Q1 | $189K | Buy |
2,017
+120
| +6% | +$11.2K | ﹤0.01% | 1519 |
|
|
2016
Q4 | $161K | Hold |
1,897
| – | – | ﹤0.01% | 1525 |
|
|
2016
Q3 | $161K | Buy |
1,897
+86
| +5% | +$7.3K | ﹤0.01% | 1528 |
|
|
2016
Q2 | $130K | Sell |
1,811
-50
| -3% | -$3.59K | ﹤0.01% | 1495 |
|
|
2016
Q1 | $143K | Sell |
1,861
-12
| -0.6% | -$922 | ﹤0.01% | 1407 |
|
|
2015
Q4 | $124K | Buy |
1,873
+47
| +3% | +$3.11K | ﹤0.01% | 1492 |
|
|
2015
Q3 | $125K | Buy |
+1,826
| New | +$125K | ﹤0.01% | 1456 |
|
|
2015
Q2 | – | Sell |
-1,040
| Closed | -$60K | – | 3301 |
|
|
2015
Q1 | $60K | Hold |
1,040
| – | – | ﹤0.01% | 1886 |
|
|
2014
Q4 | $66K | Hold |
1,040
| – | – | ﹤0.01% | 1803 |
|
|
2014
Q3 | $61K | Sell |
1,040
-300
| -22% | -$17.6K | ﹤0.01% | 1782 |
|
|
2014
Q2 | $84K | Sell |
1,340
-60
| -4% | -$3.76K | ﹤0.01% | 1536 |
|
|
2014
Q1 | $85K | Buy |
1,400
+133
| +10% | +$8.08K | ﹤0.01% | 1499 |
|
|
2013
Q4 | $65K | Buy |
1,267
+100
| +9% | +$5.13K | ﹤0.01% | 1439 |
|
|
2013
Q3 | $58K | Sell |
1,167
-100
| -8% | -$4.97K | ﹤0.01% | 1431 |
|
|
2013
Q2 | $60K | Buy |
+1,267
| New | +$60K | ﹤0.01% | 1285 |
|