Integrated Wealth Concepts’s Transcontinental Realty Investors TCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,095
| Closed | -$271K | – | 1825 |
|
|
2024
Q4 | $271K | Sell |
9,095
-7,717
| -46% | -$230K | ﹤0.01% | 1428 |
|
|
2024
Q3 | $484K | Hold |
16,812
| – | – | 0.01% | 1099 |
|
|
2024
Q2 | $466K | Hold |
16,812
| – | – | 0.01% | 1076 |
|
|
2024
Q1 | $633K | Sell |
16,812
-280
| -2% | -$10.5K | 0.01% | 944 |
|
|
2023
Q4 | $591K | Hold |
17,092
| – | – | 0.01% | 925 |
|
|
2023
Q3 | $523K | Sell |
17,092
-2,720
| -14% | -$83.3K | 0.01% | 969 |
|
|
2023
Q2 | $726K | Hold |
19,812
| – | – | 0.01% | 814 |
|
|
2023
Q1 | $840K | Buy |
+19,812
| New | +$840K | 0.02% | 682 |
|