EWM
TECD
Evercore Wealth Management’s Tech Data Corp TECD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-100
| Closed | -$10K | – | 872 |
|
2017
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 813 |
|
2017
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 805 |
|
2017
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 825 |
|
2017
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 839 |
|
2016
Q4 | $8K | Sell |
100
-100
| -50% | -$8K | ﹤0.01% | 848 |
|
2016
Q3 | $17K | Hold |
200
| – | – | ﹤0.01% | 804 |
|
2016
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 816 |
|
2016
Q1 | $15K | Sell |
200
-275
| -58% | -$20.6K | ﹤0.01% | 768 |
|
2015
Q4 | $32K | Buy |
+475
| New | +$32K | ﹤0.01% | 678 |
|