TWA
TCI Wealth Advisors’s Adeia ADEA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-84
| Closed | -$745 | – | 231 |
|
2023
Q1 | $745 | Hold |
84
| – | – | ﹤0.01% | 2153 |
|
2022
Q4 | $796 | Buy |
+84
| New | +$796 | ﹤0.01% | 2149 |
|
2022
Q3 | – | Sell |
-84
| Closed | -$1K | – | 2226 |
|
2022
Q2 | $1K | Hold |
84
| – | – | ﹤0.01% | 2077 |
|
2022
Q1 | $1K | Sell |
84
-191
| -69% | -$2.27K | ﹤0.01% | 2057 |
|
2021
Q4 | $5K | Buy |
275
+14
| +5% | +$255 | ﹤0.01% | 1613 |
|
2021
Q3 | $5K | Hold |
261
| – | – | ﹤0.01% | 1528 |
|
2021
Q2 | $6K | Buy |
261
+50
| +24% | +$1.15K | ﹤0.01% | 1254 |
|
2021
Q1 | $5K | Buy |
211
+127
| +151% | +$3.01K | ﹤0.01% | 1193 |
|
2020
Q4 | $2K | Hold |
84
| – | – | ﹤0.01% | 1154 |
|
2020
Q3 | $1K | Hold |
84
| – | – | ﹤0.01% | 1225 |
|
2020
Q2 | $1K | Buy |
+84
| New | +$1K | ﹤0.01% | 1177 |
|
2020
Q1 | – | Sell |
-226
| Closed | -$4K | – | 1435 |
|
2019
Q4 | $4K | Buy |
226
+163
| +259% | +$2.89K | ﹤0.01% | 883 |
|
2019
Q3 | $1K | Sell |
63
-52
| -45% | -$825 | ﹤0.01% | 1205 |
|
2019
Q2 | $2K | Hold |
115
| – | – | ﹤0.01% | 963 |
|
2019
Q1 | $3K | Hold |
115
| – | – | ﹤0.01% | 882 |
|
2018
Q4 | $2K | Buy |
115
+71
| +161% | +$1.24K | ﹤0.01% | 945 |
|
2018
Q3 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 1130 |
|
2017
Q4 | – | Sell |
-83
| Closed | -$2K | – | 1365 |
|
2017
Q3 | $2K | Hold |
83
| – | – | ﹤0.01% | 914 |
|
2017
Q2 | $2K | Hold |
83
| – | – | ﹤0.01% | 953 |
|
2017
Q1 | $3K | Hold |
83
| – | – | ﹤0.01% | 816 |
|
2016
Q4 | $4K | Hold |
83
| – | – | ﹤0.01% | 802 |
|
2016
Q3 | $3K | Hold |
83
| – | – | ﹤0.01% | 835 |
|
2016
Q2 | $3K | Hold |
83
| – | – | ﹤0.01% | 814 |
|
2016
Q1 | $3K | Buy |
+83
| New | +$3K | ﹤0.01% | 819 |
|