RGT Wealth Advisors’s Teledyne Technologies TDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,109
| Closed | -$520K | – | 37 |
|
|
2018
Q3 | $520K | Buy |
2,109
+24
| +1% | +$5.92K | 1.76% | 16 |
|
|
2018
Q2 | $415K | Buy |
2,085
+60
| +3% | +$11.9K | 1.33% | 15 |
|
|
2018
Q1 | $379K | Buy |
2,025
+348
| +21% | +$65.1K | 0.18% | 52 |
|
|
2017
Q4 | $304K | Hold |
1,677
| – | – | 0.16% | 65 |
|
|
2017
Q3 | $267K | Hold |
1,677
| – | – | 0.18% | 66 |
|
|
2017
Q2 | $214K | Hold |
1,677
| – | – | 0.15% | 81 |
|
|
2017
Q1 | $212K | Buy |
+1,677
| New | +$212K | 0.14% | 88 |
|