DWM
Diversify Wealth Management’s Teradata TDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,183
| Closed | -$221K | – | 551 |
|
|
2025
Q1 | $221K | Sell |
10,183
-264
| -3% | -$5.73K | 0.02% | 479 |
|
|
2024
Q4 | $317K | Sell |
10,447
-415
| -4% | -$12.6K | 0.02% | 425 |
|
|
2024
Q3 | $343K | Sell |
10,862
-860
| -7% | -$27.2K | 0.03% | 374 |
|
|
2024
Q2 | $342K | Buy |
+11,722
| New | +$342K | 0.04% | 336 |
|