JFS Wealth Advisors’s Teradata TDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647 | Sell |
29
-3
| -9% | -$67 | ﹤0.01% | 1651 |
|
|
2025
Q1 | $720 | Sell |
32
-8
| -20% | -$180 | ﹤0.01% | 1712 |
|
|
2024
Q4 | $1.25K | Hold |
40
| – | – | ﹤0.01% | 1632 |
|
|
2024
Q3 | $1.21K | Sell |
40
-351
| -90% | -$10.7K | ﹤0.01% | 1653 |
|
|
2024
Q2 | $13.5K | Sell |
391
-122
| -24% | -$4.22K | ﹤0.01% | 700 |
|
|
2024
Q1 | $19.8K | Sell |
513
-10
| -2% | -$387 | ﹤0.01% | 625 |
|
|
2023
Q4 | $22.8K | Hold |
523
| – | – | ﹤0.01% | 561 |
|
|
2023
Q3 | $23.5K | Hold |
523
| – | – | ﹤0.01% | 503 |
|
|
2023
Q2 | $27.9K | Sell |
523
-1
| -0.2% | -$53 | ﹤0.01% | 466 |
|
|
2023
Q1 | $21.1K | Buy |
524
+14
| +3% | +$564 | ﹤0.01% | 527 |
|
|
2022
Q4 | $17.2K | Buy |
510
+500
| +5,000% | +$16.8K | ﹤0.01% | 562 |
|
|
2022
Q3 | $0 | Sell |
10
-47
| -82% | – | ﹤0.01% | 1923 |
|
|
2022
Q2 | $2K | Buy |
57
+1
| +2% | +$35 | ﹤0.01% | 1389 |
|
|
2022
Q1 | $3K | Buy |
56
+33
| +143% | +$1.77K | ﹤0.01% | 1322 |
|
|
2021
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1570 |
|
|
2019
Q4 | – | Sell |
-15
| Closed | – | – | 549 |
|
|
2019
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 535 |
|
|
2015
Q3 | – | Sell |
-127
| Closed | -$5K | – | 566 |
|
|
2015
Q2 | $5K | Hold |
127
| – | – | ﹤0.01% | 411 |
|
|
2015
Q1 | $6K | Hold |
127
| – | – | ﹤0.01% | 405 |
|
|
2014
Q4 | $6K | Buy |
+127
| New | +$6K | ﹤0.01% | 425 |
|