AWM
Axxcess Wealth Management’s BlackRock TCP Capital TCPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10,400
| Closed | -$108K | – | 940 |
|
2024
Q1 | $108K | Hold |
10,400
| – | – | ﹤0.01% | 843 |
|
2023
Q4 | $120K | Hold |
10,400
| – | – | ﹤0.01% | 807 |
|
2023
Q3 | $122K | Buy |
+10,400
| New | +$122K | ﹤0.01% | 765 |
|
2023
Q2 | – | Sell |
-10,400
| Closed | -$107K | – | 681 |
|
2023
Q1 | $107K | Hold |
10,400
| – | – | 0.01% | 612 |
|
2022
Q4 | $135K | Buy |
+10,400
| New | +$135K | 0.01% | 583 |
|