IWA
TDJ
Intercontinental Wealth Advisors’s TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, TDJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-259
| Closed | -$7K | – | 429 |
|
2019
Q3 | $7K | Buy |
259
+5
| +2% | +$135 | ﹤0.01% | 374 |
|
2019
Q2 | $6K | Buy |
254
+4
| +2% | +$94 | ﹤0.01% | 360 |
|
2019
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 381 |
|
2018
Q4 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 388 |
|