Curated Wealth Partners’s Teledyne Technologies TDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-880
| Closed | -$394K | – | 140 |
|
|
2023
Q1 | $394K | Hold |
880
| – | – | 0.09% | 78 |
|
|
2022
Q4 | $352K | Buy |
880
+1
| +0.1% | +$400 | 0.09% | 83 |
|
|
2022
Q3 | $296K | Sell |
879
-27
| -3% | -$9.09K | 0.09% | 92 |
|
|
2022
Q2 | $339K | Hold |
906
| – | – | 0.1% | 94 |
|
|
2022
Q1 | $396K | Hold |
906
| – | – | 0.13% | 88 |
|
|
2021
Q4 | $396K | Sell |
906
-646
| -42% | -$282K | 0.13% | 91 |
|
|
2021
Q3 | $667K | Hold |
1,552
| – | – | 0.37% | 48 |
|
|
2021
Q2 | $650K | Sell |
1,552
-622
| -29% | -$261K | 0.35% | 49 |
|
|
2021
Q1 | $899K | Buy |
2,174
+153
| +8% | +$63.3K | 0.55% | 32 |
|
|
2020
Q4 | $792K | Buy |
+2,021
| New | +$792K | 0.51% | 34 |
|