SWA
TCS
SFMG Wealth Advisors’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,983
| Closed | -$81K | – | 234 |
|
|
2020
Q3 | $81K | Hold |
12,983
| – | – | 0.01% | 180 |
|
|
2020
Q2 | $42K | Hold |
12,983
| – | – | 0.01% | 163 |
|
|
2020
Q1 | $31K | Hold |
12,983
| – | – | ﹤0.01% | 140 |
|
|
2019
Q4 | $55K | Hold |
12,983
| – | – | 0.01% | 168 |
|
|
2019
Q3 | $57K | Hold |
12,983
| – | – | 0.01% | 151 |
|
|
2019
Q2 | $81K | Buy |
12,983
+1,000
| +8% | +$6.24K | 0.01% | 151 |
|
|
2019
Q1 | $105K | Sell |
11,983
-544
| -4% | -$4.77K | 0.02% | 142 |
|
|
2018
Q4 | $60K | Hold |
12,527
| – | – | 0.01% | 134 |
|
|
2018
Q3 | $69K | Sell |
12,527
-2,500
| -17% | -$13.8K | 0.01% | 140 |
|
|
2018
Q2 | $126K | Hold |
15,027
| – | – | 0.02% | 147 |
|
|
2018
Q1 | $82K | Buy |
15,027
+197
| +1% | +$1.08K | 0.01% | 146 |
|
|
2017
Q4 | $70K | Hold |
14,830
| – | – | 0.01% | 143 |
|
|
2017
Q3 | $62K | Hold |
14,830
| – | – | 0.01% | 124 |
|
|
2017
Q2 | $88K | Hold |
14,830
| – | – | 0.02% | 120 |
|
|
2017
Q1 | $63K | Hold |
14,830
| – | – | 0.01% | 115 |
|
|
2016
Q4 | $94K | Hold |
14,830
| – | – | 0.02% | 116 |
|
|
2016
Q3 | $74K | Hold |
14,830
| – | – | 0.02% | 110 |
|
|
2016
Q2 | $79K | Hold |
14,830
| – | – | 0.02% | 105 |
|
|
2016
Q1 | $87K | Buy |
14,830
+4,500
| +44% | +$26.4K | 0.02% | 97 |
|
|
2015
Q4 | $85K | Hold |
10,330
| – | – | 0.02% | 108 |
|
|
2015
Q3 | $145K | Hold |
10,330
| – | – | 0.04% | 109 |
|
|
2015
Q2 | $174K | Sell |
10,330
-10,330
| -50% | -$174K | 0.04% | 112 |
|
|
2015
Q1 | $394K | Buy |
20,660
+10,330
| +100% | +$197K | 0.03% | 119 |
|
|
2014
Q4 | $198K | Buy |
10,330
+200
| +2% | +$3.83K | 0.04% | 115 |
|
|
2014
Q3 | $221K | Buy |
+10,130
| New | +$221K | 0.07% | 79 |
|