TWA
TCI Wealth Advisors’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-46
| Closed | -$4.45K | – | 200 |
|
|
2023
Q1 | $4.45K | Hold |
46
| – | – | ﹤0.01% | 1606 |
|
|
2022
Q4 | $3.47K | Hold |
46
| – | – | ﹤0.01% | 1773 |
|
|
2022
Q3 | $2K | Buy |
46
+3
| +7% | +$130 | ﹤0.01% | 1890 |
|
|
2022
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 1956 |
|
|
2022
Q1 | $2K | Sell |
43
-98
| -70% | -$4.56K | ﹤0.01% | 1944 |
|
|
2021
Q4 | $11K | Hold |
141
| – | – | ﹤0.01% | 1068 |
|
|
2021
Q3 | $9K | Sell |
141
-1
| -0.7% | -$64 | ﹤0.01% | 1123 |
|
|
2021
Q2 | $9K | Buy |
142
+66
| +87% | +$4.18K | ﹤0.01% | 986 |
|
|
2021
Q1 | $5K | Buy |
76
+33
| +77% | +$2.17K | ﹤0.01% | 1190 |
|
|
2020
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 892 |
|
|
2020
Q2 | $2K | Sell |
43
-6
| -12% | -$279 | ﹤0.01% | 1001 |
|
|
2020
Q1 | $2K | Buy |
49
+6
| +14% | +$245 | ﹤0.01% | 952 |
|
|
2019
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 1081 |
|
|
2019
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 962 |
|
|
2019
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 980 |
|
|
2018
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 943 |
|
|
2017
Q1 | – | Sell |
-978
| Closed | -$32K | – | 1275 |
|
|
2016
Q4 | $32K | Buy |
978
+2
| +0.2% | +$65 | 0.02% | 395 |
|
|
2016
Q3 | $28K | Buy |
976
+474
| +94% | +$13.6K | 0.02% | 383 |
|
|
2016
Q2 | $14K | Buy |
+502
| New | +$14K | 0.01% | 488 |
|
|
2016
Q1 | – | Sell |
-502
| Closed | -$12K | – | 1313 |
|
|
2015
Q4 | $12K | Buy |
+502
| New | +$12K | 0.01% | 527 |
|