TWA
TCI Wealth Advisors’s Telephone and Data Systems TDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-353
| Closed | -$3.71K | – | 2021 |
|
|
2023
Q1 | $3.71K | Buy |
353
+4
| +1% | +$42 | ﹤0.01% | 1731 |
|
|
2022
Q4 | $3.66K | Sell |
349
-115
| -25% | -$1.21K | ﹤0.01% | 1735 |
|
|
2022
Q3 | $6K | Buy |
464
+7
| +2% | +$91 | ﹤0.01% | 1380 |
|
|
2022
Q2 | $7K | Buy |
457
+67
| +17% | +$1.03K | ﹤0.01% | 1288 |
|
|
2022
Q1 | $7K | Hold |
390
| – | – | ﹤0.01% | 1354 |
|
|
2021
Q4 | $8K | Sell |
390
-25
| -6% | -$513 | ﹤0.01% | 1367 |
|
|
2021
Q3 | $8K | Buy |
415
+233
| +128% | +$4.49K | ﹤0.01% | 1283 |
|
|
2021
Q2 | $4K | Buy |
182
+23
| +14% | +$505 | ﹤0.01% | 1616 |
|
|
2021
Q1 | $4K | Buy |
+159
| New | +$4K | ﹤0.01% | 1405 |
|
|
2020
Q4 | – | Sell |
-13
| Closed | – | – | 1641 |
|
|
2020
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1642 |
|
|
2020
Q1 | – | Sell |
-33
| Closed | -$1K | – | 1743 |
|
|
2019
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 1437 |
|
|
2019
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1383 |
|
|
2019
Q2 | $1K | Sell |
33
-28
| -46% | -$848 | ﹤0.01% | 1300 |
|
|
2019
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 1078 |
|
|
2018
Q4 | $2K | Hold |
61
| – | – | ﹤0.01% | 1056 |
|
|
2018
Q3 | $2K | Sell |
61
-5
| -8% | -$164 | ﹤0.01% | 1077 |
|
|
2018
Q2 | $2K | Sell |
66
-142
| -68% | -$4.3K | ﹤0.01% | 1144 |
|
|
2018
Q1 | $6K | Buy |
208
+142
| +215% | +$4.1K | ﹤0.01% | 709 |
|
|
2017
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 1065 |
|
|
2017
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 993 |
|
|
2017
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 1027 |
|
|
2017
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 979 |
|
|
2016
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 1051 |
|
|
2016
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 1005 |
|
|
2016
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 966 |
|
|
2016
Q1 | $2K | Sell |
66
-19
| -22% | -$576 | ﹤0.01% | 974 |
|
|
2015
Q4 | $2K | Hold |
85
| – | – | ﹤0.01% | 888 |
|
|
2015
Q3 | $2K | Hold |
85
| – | – | ﹤0.01% | 816 |
|
|
2015
Q2 | $2K | Hold |
85
| – | – | ﹤0.01% | 823 |
|
|
2015
Q1 | $2K | Buy |
85
+34
| +67% | +$800 | ﹤0.01% | 755 |
|
|
2014
Q4 | $1K | Buy |
51
+19
| +59% | +$373 | ﹤0.01% | 831 |
|
|
2014
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 833 |
|
|
2014
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 849 |
|
|
2014
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 821 |
|
|
2013
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 804 |
|
|
2013
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 725 |
|