SFMG Wealth Advisors’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-866
| Closed | -$81K | – | 237 |
|
|
2020
Q3 | $81K | Hold |
866
| – | – | 0.01% | 181 |
|
|
2020
Q2 | $42K | Hold |
866
| – | – | 0.01% | 163 |
|
|
2020
Q1 | $31K | Hold |
866
| – | – | ﹤0.01% | 140 |
|
|
2019
Q4 | $55K | Hold |
866
| – | – | 0.01% | 168 |
|
|
2019
Q3 | $57K | Hold |
866
| – | – | 0.01% | 151 |
|
|
2019
Q2 | $81K | Buy |
866
+67
| +8% | +$8.1K | 0.01% | 151 |
|
|
2019
Q1 | $105K | Sell |
799
-36
| -4% | -$3.54K | 0.02% | 142 |
|
|
2018
Q4 | $60K | Hold |
835
| – | – | 0.01% | 134 |
|
|
2018
Q3 | $69K | Sell |
835
-167
| -17% | -$24.9K | 0.01% | 140 |
|
|
2018
Q2 | $126K | Hold |
1,002
| – | – | 0.02% | 147 |
|
|
2018
Q1 | $82K | Buy |
1,002
+13
| +1% | +$978 | 0.01% | 146 |
|
|
2017
Q4 | $70K | Hold |
989
| – | – | 0.01% | 143 |
|
|
2017
Q3 | $62K | Hold |
989
| – | – | 0.01% | 124 |
|
|
2017
Q2 | $88K | Hold |
989
| – | – | 0.02% | 120 |
|
|
2017
Q1 | $63K | Hold |
989
| – | – | 0.01% | 115 |
|
|
2016
Q4 | $94K | Hold |
989
| – | – | 0.02% | 116 |
|
|
2016
Q3 | $74K | Hold |
989
| – | – | 0.02% | 110 |
|
|
2016
Q2 | $79K | Hold |
989
| – | – | 0.02% | 105 |
|
|
2016
Q1 | $87K | Buy |
989
+300
| +44% | +$23.7K | 0.02% | 97 |
|
|
2015
Q4 | $85K | Hold |
689
| – | – | 0.02% | 108 |
|
|
2015
Q3 | $145K | Hold |
689
| – | – | 0.04% | 109 |
|
|
2015
Q2 | $174K | Sell |
689
-688
| -50% | -$191K | 0.04% | 112 |
|
|
2015
Q1 | $394K | Buy |
1,377
+688
| +100% | +$196K | 0.03% | 119 |
|
|
2014
Q4 | $198K | Buy |
689
+14
| +2% | +$4.05K | 0.04% | 115 |
|
|
2014
Q3 | $221K | Buy |
+675
| New | +$229K | 0.07% | 79 |
|
Other funds holding TCS
LGP
WCM
FSCM
CCM