SWM
Selective Wealth Management’s Teradyne TER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-500
| Closed | -$38K | – | 664 |
|
|
2022
Q3 | $38K | Hold |
500
| – | – | 0.02% | 333 |
|
|
2022
Q2 | $45K | Hold |
500
| – | – | 0.02% | 340 |
|
|
2022
Q1 | $59K | Hold |
500
| – | – | 0.02% | 277 |
|
|
2021
Q4 | $82K | Hold |
500
| – | – | 0.03% | 217 |
|
|
2021
Q3 | $55K | Hold |
500
| – | – | 0.03% | 241 |
|
|
2021
Q2 | $67K | Buy |
+500
| New | +$67K | 0.05% | 159 |
|
|
2020
Q3 | – | Sell |
-46
| Closed | -$4K | – | 406 |
|
|
2020
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 327 |
|
|
2020
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 298 |
|
|
2019
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 271 |
|
|
2019
Q3 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 274 |
|