TWA

TCI Wealth Advisors’s Teradyne TER Stock Holding History

TCI Wealth Advisors’s Portfolio TER Stock Details TER Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-326	Closed	-$35K	–	2028
2023 Q1	$35K	Buy	326 +1	+0.3%	+$108	﹤0.01%	526
2022 Q4	$28.4K	Buy	325 +22	+7%	+$1.92K	﹤0.01%	559
2022 Q3	$23K	Buy	303 +131	+76%	+$9.94K	﹤0.01%	607
2022 Q2	$15K	Buy	172 +1	+0.6%	+$87	﹤0.01%	780
2022 Q1	$20K	Sell	171 -52	-23%	-$6.08K	﹤0.01%	704
2021 Q4	$36K	Sell	223 -37	-14%	-$5.97K	0.01%	487
2021 Q3	$28K	Buy	260 +4	+2%	+$431	﹤0.01%	549
2021 Q2	$34K	Buy	256 +45	+21%	+$5.98K	0.01%	470
2021 Q1	$26K	Buy	211 +44	+26%	+$5.42K	0.01%	494
2020 Q4	$20K	Hold	167	–	–	0.01%	477
2020 Q3	$13K	Sell	167 -112	-40%	-$8.72K	0.01%	509
2020 Q2	$24K	Hold	279	–	–	0.01%	403
2020 Q1	$15K	Hold	279	–	–	0.01%	493
2019 Q4	$19K	Buy	279 +112	+67%	+$7.63K	0.01%	561
2019 Q3	$10K	Hold	167	–	–	﹤0.01%	647
2019 Q2	$8K	Hold	167	–	–	﹤0.01%	676
2019 Q1	$7K	Hold	167	–	–	﹤0.01%	710
2018 Q4	$5K	Hold	167	–	–	﹤0.01%	775
2018 Q3	$6K	Hold	167	–	–	﹤0.01%	753
2018 Q2	$6K	Hold	167	–	–	﹤0.01%	751
2018 Q1	$8K	Hold	167	–	–	﹤0.01%	661
2017 Q4	$7K	Hold	167	–	–	﹤0.01%	716
2017 Q3	$6K	Hold	167	–	–	﹤0.01%	707
2017 Q2	$5K	Hold	167	–	–	﹤0.01%	767
2017 Q1	$5K	Hold	167	–	–	﹤0.01%	728
2016 Q4	$4K	Hold	167	–	–	﹤0.01%	850
2016 Q3	$4K	Hold	167	–	–	﹤0.01%	809
2016 Q2	$3K	Hold	167	–	–	﹤0.01%	859
2016 Q1	$4K	Hold	167	–	–	﹤0.01%	787
2015 Q4	$3K	Hold	167	–	–	﹤0.01%	817
2015 Q3	$3K	Hold	167	–	–	﹤0.01%	745
2015 Q2	$3K	Hold	167	–	–	﹤0.01%	754
2015 Q1	$3K	Hold	167	–	–	﹤0.01%	684
2014 Q4	$3K	Hold	167	–	–	﹤0.01%	683
2014 Q3	$3K	Hold	167	–	–	﹤0.01%	684
2014 Q2	$3K	Hold	167	–	–	﹤0.01%	708
2014 Q1	$3K	Hold	167	–	–	﹤0.01%	669
2013 Q4	$3K	Hold	167	–	–	﹤0.01%	675
2013 Q3	$3K	Hold	167	–	–	﹤0.01%	597
2013 Q2	$3K	Buy	+167	New	+$3K	﹤0.01%	547