HWAM
Hennion & Walsh Asset Management’s Telephone and Data Systems TDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,395
| Closed | -$245K | – | 869 |
|
|
2023
Q3 | $245K | Sell |
13,395
-14,078
| -51% | -$258K | 0.02% | 698 |
|
|
2023
Q2 | $226K | Sell |
27,473
-12,186
| -31% | -$100K | 0.01% | 725 |
|
|
2023
Q1 | $417K | Sell |
39,659
-1,430
| -3% | -$15K | 0.03% | 549 |
|
|
2022
Q4 | $431K | Sell |
41,089
-10,669
| -21% | -$112K | 0.03% | 530 |
|
|
2022
Q3 | $719K | Sell |
51,758
-3,543
| -6% | -$49.2K | 0.05% | 403 |
|
|
2022
Q2 | $873K | Buy |
55,301
+581
| +1% | +$9.17K | 0.05% | 348 |
|
|
2022
Q1 | $1.03M | Buy |
54,720
+5,342
| +11% | +$101K | 0.05% | 337 |
|
|
2021
Q4 | $995K | Buy |
49,378
+13,454
| +37% | +$271K | 0.05% | 358 |
|
|
2021
Q3 | $701K | Buy |
35,924
+11,587
| +48% | +$226K | 0.04% | 436 |
|
|
2021
Q2 | $551K | Buy |
24,337
+8,200
| +51% | +$186K | 0.03% | 502 |
|
|
2021
Q1 | $371K | Buy |
+16,137
| New | +$371K | 0.02% | 549 |
|