Pathstone Family Office’s Telephone and Data Systems TDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.85M | Buy |
155,698
+105,618
| +211% | +$1.94M | 0.02% | 398 |
|
|
2023
Q2 | $413K | Buy |
+50,080
| New | +$413K | 0.01% | 825 |
|
|
2023
Q1 | – | Sell |
-21,186
| Closed | -$117K | – | 1467 |
|
|
2022
Q4 | $117K | Sell |
21,186
-7,402
| -26% | -$40.8K | ﹤0.01% | 1430 |
|
|
2022
Q3 | $402K | Buy |
+28,588
| New | +$402K | ﹤0.01% | 1151 |
|
|
2021
Q1 | – | Sell |
-150
| Closed | -$3K | – | 1261 |
|
|
2020
Q4 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 983 |
|
|
2019
Q4 | – | Sell |
-39
| Closed | -$1K | – | 609 |
|
|
2019
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 594 |
|
|
2019
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 616 |
|
|
2019
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 861 |
|