Wealthspire Advisors (Maryland)’s Tech Data Corp TECD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-65
| Closed | -$7K | – | 2457 |
|
|
2019
Q1 | $7K | Sell |
65
-52
| -44% | -$5.6K | ﹤0.01% | 1718 |
|
|
2018
Q4 | $10K | Buy |
117
+64
| +121% | +$5.47K | ﹤0.01% | 1486 |
|
|
2018
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 1970 |
|
|
2018
Q2 | $4K | Hold |
53
| – | – | ﹤0.01% | 1941 |
|
|
2018
Q1 | $5K | Sell |
53
-88
| -62% | -$8.3K | ﹤0.01% | 1857 |
|
|
2017
Q4 | $14K | Buy |
141
+24
| +21% | +$2.38K | ﹤0.01% | 1471 |
|
|
2017
Q3 | $10K | Buy |
117
+9
| +8% | +$769 | ﹤0.01% | 1589 |
|
|
2017
Q2 | $11K | Buy |
108
+72
| +200% | +$7.33K | ﹤0.01% | 1510 |
|
|
2017
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 1652 |
|