TWA
TCI Wealth Advisors’s ADT ADT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29
| Closed | -$210 | – | 238 |
|
|
2023
Q1 | $210 | Sell |
29
-11
| -28% | -$80 | ﹤0.01% | 2331 |
|
|
2022
Q4 | $363 | Buy |
40
+1
| +3% | +$9 | ﹤0.01% | 2259 |
|
|
2022
Q3 | $0 | Buy |
+39
| New | – | ﹤0.01% | 2227 |
|
|
2022
Q2 | – | Sell |
-484
| Closed | -$4K | – | 2248 |
|
|
2022
Q1 | $4K | Sell |
484
-213
| -31% | -$1.76K | ﹤0.01% | 1649 |
|
|
2021
Q4 | $6K | Buy |
+697
| New | +$6K | ﹤0.01% | 1491 |
|
|
2021
Q3 | – | Sell |
-419
| Closed | -$5K | – | 2345 |
|
|
2021
Q2 | $5K | Buy |
419
+180
| +75% | +$2.15K | ﹤0.01% | 1382 |
|
|
2021
Q1 | $2K | Buy |
+239
| New | +$2K | ﹤0.01% | 1623 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | – | – | 1395 |
|
|
2018
Q4 | $0 | Buy |
+50
| New | – | ﹤0.01% | 1410 |
|