Pinnacle Wealth Planning Services’s Teradyne TER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,808
| Closed | -$242K | – | 549 |
|
|
2024
Q3 | $242K | Buy |
1,808
+1
| +0.1% | +$134 | 0.03% | 377 |
|
|
2024
Q2 | $268K | Hold |
1,807
| – | – | 0.04% | 315 |
|
|
2024
Q1 | $204K | Sell |
1,807
-206
| -10% | -$23.2K | 0.03% | 429 |
|
|
2023
Q4 | $218K | Sell |
2,013
-29
| -1% | -$3.15K | 0.03% | 372 |
|
|
2023
Q3 | $205K | Hold |
2,042
| – | – | 0.03% | 360 |
|
|
2023
Q2 | $227K | Sell |
2,042
-3
| -0.1% | -$334 | 0.04% | 337 |
|
|
2023
Q1 | $220K | Buy |
+2,045
| New | +$220K | 0.04% | 355 |
|
|
2021
Q1 | – | Sell |
-95
| Closed | -$11K | – | 1763 |
|
|
2020
Q4 | $11K | Buy |
+95
| New | +$11K | ﹤0.01% | 1361 |
|
|
2018
Q2 | – | Sell |
-5,068
| Closed | -$232K | – | 187 |
|
|
2018
Q1 | $232K | Buy |
+5,068
| New | +$232K | 0.24% | 142 |
|