Valeo Financial Advisors’s Teradata TDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,475
| Closed | -$382K | – | 673 |
|
|
2023
Q3 | $382K | Hold |
8,475
| – | – | 0.02% | 396 |
|
|
2023
Q2 | $453K | Hold |
8,475
| – | – | 0.02% | 342 |
|
|
2023
Q1 | $341K | Hold |
8,475
| – | – | 0.02% | 411 |
|
|
2022
Q4 | $285K | Buy |
8,475
+5
| +0.1% | +$168 | 0.02% | 399 |
|
|
2022
Q3 | $263K | Hold |
8,470
| – | – | 0.02% | 378 |
|
|
2022
Q2 | $313K | Hold |
8,470
| – | – | 0.02% | 326 |
|
|
2022
Q1 | $417K | Hold |
8,470
| – | – | 0.02% | 349 |
|
|
2021
Q4 | $360K | Sell |
8,470
-500
| -6% | -$21.3K | 0.02% | 365 |
|
|
2021
Q3 | $514K | Buy |
+8,970
| New | +$514K | 0.03% | 282 |
|
|
2018
Q2 | – | Sell |
-241
| Closed | -$10K | – | 1741 |
|
|
2018
Q1 | $10K | Buy |
+241
| New | +$10K | ﹤0.01% | 926 |
|