J.P. Morgan Private Wealth Advisors’s Tech Data Corp TECD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,744
| Closed | -$1.26M | – | 1577 |
|
|
2019
Q4 | $1.26M | Sell |
8,744
-14,667
| -63% | -$2.11M | 0.01% | 720 |
|
|
2019
Q3 | $2.44M | Sell |
23,411
-588
| -2% | -$61.3K | 0.01% | 553 |
|
|
2019
Q2 | $2.51M | Buy |
23,999
+322
| +1% | +$33.7K | 0.01% | 544 |
|
|
2019
Q1 | $2.43M | Buy |
23,677
+10,355
| +78% | +$1.06M | 0.01% | 568 |
|
|
2018
Q4 | $1.09M | Sell |
13,322
-6,778
| -34% | -$555K | 0.01% | 727 |
|
|
2018
Q3 | $1.44M | Sell |
20,100
-10,937
| -35% | -$782K | 0.01% | 709 |
|
|
2018
Q2 | $2.55M | Buy |
31,037
+2,553
| +9% | +$210K | 0.01% | 549 |
|
|
2018
Q1 | $2.42M | Buy |
+28,484
| New | +$2.42M | 0.02% | 446 |
|
|
2017
Q2 | – | Sell |
-2,428
| Closed | -$228K | – | 1389 |
|
|
2017
Q1 | $228K | Buy |
+2,428
| New | +$228K | ﹤0.01% | 1191 |
|