PWAG
Polaris Wealth Advisory Group’s Teradata TDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-430
| Closed | -$16K | – | 424 |
|
|
2018
Q3 | $16K | Buy |
+430
| New | +$16K | ﹤0.01% | 351 |
|
|
2018
Q2 | – | Sell |
-6
| Closed | – | – | 410 |
|
|
2018
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 467 |
|
|
2015
Q2 | – | Sell |
-11,982
| Closed | -$529K | – | 83 |
|
|
2015
Q1 | $529K | Sell |
11,982
-2,363
| -16% | -$104K | 0.1% | 65 |
|
|
2014
Q4 | $627K | Buy |
+14,345
| New | +$627K | 0.13% | 58 |
|