EWM
Evermay Wealth Management’s Teradata TDC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-21
| Closed | -$638 | – | 611 |
|
2024
Q3 | $638 | Hold |
21
| – | – | ﹤0.01% | 565 |
|
2024
Q2 | $726 | Hold |
21
| – | – | ﹤0.01% | 572 |
|
2024
Q1 | $813 | Hold |
21
| – | – | ﹤0.01% | 569 |
|
2023
Q4 | $914 | Hold |
21
| – | – | ﹤0.01% | 549 |
|
2023
Q3 | $946 | Hold |
21
| – | – | ﹤0.01% | 530 |
|
2023
Q2 | $1.12K | Buy |
+21
| New | +$1.12K | ﹤0.01% | 517 |
|