TWA
TCI Wealth Advisors’s Acadia Pharmaceuticals ACAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-219
| Closed | -$4.12K | – | 212 |
|
|
2023
Q1 | $4.12K | Hold |
219
| – | – | ﹤0.01% | 1659 |
|
|
2022
Q4 | $3.49K | Buy |
+219
| New | +$3.49K | ﹤0.01% | 1765 |
|
|
2022
Q2 | – | Sell |
-564
| Closed | -$14K | – | 2244 |
|
|
2022
Q1 | $14K | Hold |
564
| – | – | ﹤0.01% | 860 |
|
|
2021
Q4 | $13K | Buy |
564
+125
| +28% | +$2.88K | ﹤0.01% | 950 |
|
|
2021
Q3 | $7K | Buy |
+439
| New | +$7K | ﹤0.01% | 1306 |
|
|
2021
Q2 | – | Sell |
-236
| Closed | -$6K | – | 2280 |
|
|
2021
Q1 | $6K | Buy |
236
+86
| +57% | +$2.19K | ﹤0.01% | 1093 |
|
|
2020
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 675 |
|
|
2020
Q3 | $6K | Sell |
150
-100
| -40% | -$4K | ﹤0.01% | 681 |
|
|
2020
Q2 | $12K | Hold |
250
| – | – | 0.01% | 513 |
|
|
2020
Q1 | $11K | Buy |
250
+50
| +25% | +$2.2K | 0.01% | 532 |
|
|
2019
Q4 | $9K | Sell |
200
-100
| -33% | -$4.5K | ﹤0.01% | 713 |
|
|
2019
Q3 | $11K | Sell |
300
-300
| -50% | -$11K | ﹤0.01% | 608 |
|
|
2019
Q2 | $16K | Hold |
600
| – | – | 0.01% | 506 |
|
|
2019
Q1 | $16K | Hold |
600
| – | – | 0.01% | 522 |
|
|
2018
Q4 | $10K | Sell |
600
-207
| -26% | -$3.45K | ﹤0.01% | 607 |
|
|
2018
Q3 | $17K | Sell |
807
-214
| -21% | -$4.51K | 0.01% | 520 |
|
|
2018
Q2 | $16K | Sell |
1,021
-479
| -32% | -$7.51K | 0.01% | 526 |
|
|
2018
Q1 | $34K | Sell |
1,500
-250
| -14% | -$5.67K | 0.02% | 383 |
|
|
2017
Q4 | $53K | Buy |
1,750
+150
| +9% | +$4.54K | 0.02% | 330 |
|
|
2017
Q3 | $60K | Sell |
1,600
-100
| -6% | -$3.75K | 0.03% | 286 |
|
|
2017
Q2 | $47K | Buy |
1,700
+82
| +5% | +$2.27K | 0.02% | 312 |
|
|
2017
Q1 | $56K | Hold |
1,618
| – | – | 0.03% | 286 |
|
|
2016
Q4 | $47K | Buy |
1,618
+100
| +7% | +$2.91K | 0.02% | 331 |
|
|
2016
Q3 | $48K | Buy |
1,518
+118
| +8% | +$3.73K | 0.03% | 306 |
|
|
2016
Q2 | $45K | Buy |
1,400
+100
| +8% | +$3.21K | 0.03% | 309 |
|
|
2016
Q1 | $36K | Hold |
1,300
| – | – | 0.02% | 344 |
|
|
2015
Q4 | $46K | Hold |
1,300
| – | – | 0.03% | 315 |
|
|
2015
Q3 | $43K | Buy |
1,300
+50
| +4% | +$1.65K | 0.03% | 304 |
|
|
2015
Q2 | $52K | Hold |
1,250
| – | – | 0.03% | 279 |
|
|
2015
Q1 | $41K | Buy |
+1,250
| New | +$41K | 0.03% | 257 |
|