Ropes Wealth Advisors’s Teradata TDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-24
| Closed | -$1K | – | 914 |
|
2020
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 595 |
|
2020
Q2 | $0 | Hold |
24
| – | – | ﹤0.01% | 609 |
|
2020
Q1 | $0 | Hold |
24
| – | – | ﹤0.01% | 560 |
|
2019
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 526 |
|
2019
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 541 |
|
2019
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 554 |
|
2019
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 505 |
|
2018
Q4 | $1K | Sell |
24
-120
| -83% | -$5K | ﹤0.01% | 492 |
|
2018
Q3 | $5K | Hold |
144
| – | – | ﹤0.01% | 492 |
|
2018
Q2 | $6K | Hold |
144
| – | – | ﹤0.01% | 496 |
|
2018
Q1 | $6K | Hold |
144
| – | – | ﹤0.01% | 484 |
|
2017
Q4 | $6K | Hold |
144
| – | – | ﹤0.01% | 594 |
|
2017
Q3 | $5K | Sell |
144
-24
| -14% | -$833 | ﹤0.01% | 599 |
|
2017
Q2 | $5K | Hold |
168
| – | – | ﹤0.01% | 482 |
|
2017
Q1 | $5K | Hold |
168
| – | – | ﹤0.01% | 471 |
|
2016
Q4 | $5K | Hold |
168
| – | – | ﹤0.01% | 465 |
|
2016
Q3 | $5K | Hold |
168
| – | – | ﹤0.01% | 435 |
|
2016
Q2 | $4K | Sell |
168
-36
| -18% | -$857 | ﹤0.01% | 421 |
|
2016
Q1 | $5K | Buy |
204
+36
| +21% | +$882 | ﹤0.01% | 359 |
|
2015
Q4 | $4K | Hold |
168
| – | – | ﹤0.01% | 373 |
|
2015
Q3 | $5K | Hold |
168
| – | – | ﹤0.01% | 364 |
|
2015
Q2 | $6K | Hold |
168
| – | – | ﹤0.01% | 271 |
|
2015
Q1 | $7K | Buy |
+168
| New | +$7K | ﹤0.01% | 271 |
|