TWA
TCI Wealth Advisors’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-210
| Closed | -$20.6K | – | 241 |
|
|
2023
Q1 | $20.6K | Hold |
210
| – | – | ﹤0.01% | 689 |
|
|
2022
Q4 | $18K | Hold |
210
| – | – | ﹤0.01% | 746 |
|
|
2022
Q3 | $16K | Buy |
210
+37
| +21% | +$2.82K | ﹤0.01% | 748 |
|
|
2022
Q2 | $13K | Sell |
173
-2
| -1% | -$150 | ﹤0.01% | 830 |
|
|
2022
Q1 | $15K | Buy |
175
+118
| +207% | +$10.1K | ﹤0.01% | 820 |
|
|
2021
Q4 | $5K | Sell |
57
-114
| -67% | -$10K | ﹤0.01% | 1614 |
|
|
2021
Q3 | $15K | Buy |
171
+85
| +99% | +$7.46K | ﹤0.01% | 795 |
|
|
2021
Q2 | $10K | Buy |
86
+4
| +5% | +$465 | ﹤0.01% | 921 |
|
|
2021
Q1 | $9K | Buy |
82
+25
| +44% | +$2.74K | ﹤0.01% | 865 |
|
|
2020
Q4 | $6K | Hold |
57
| – | – | ﹤0.01% | 764 |
|
|
2020
Q3 | $4K | Hold |
57
| – | – | ﹤0.01% | 792 |
|
|
2020
Q2 | $4K | Hold |
57
| – | – | ﹤0.01% | 761 |
|
|
2020
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 809 |
|
|
2019
Q4 | $4K | Hold |
57
| – | – | ﹤0.01% | 884 |
|
|
2019
Q3 | $3K | Hold |
57
| – | – | ﹤0.01% | 917 |
|
|
2019
Q2 | $3K | Hold |
57
| – | – | ﹤0.01% | 864 |
|
|
2019
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 883 |
|
|
2018
Q4 | $2K | Sell |
57
-6
| -10% | -$211 | ﹤0.01% | 946 |
|
|
2018
Q3 | $3K | Sell |
63
-14
| -18% | -$667 | ﹤0.01% | 881 |
|
|
2018
Q2 | $4K | Buy |
77
+20
| +35% | +$1.04K | ﹤0.01% | 811 |
|
|
2018
Q1 | $4K | Hold |
57
| – | – | ﹤0.01% | 760 |
|
|
2017
Q4 | $4K | Hold |
57
| – | – | ﹤0.01% | 812 |
|
|
2017
Q3 | $5K | Hold |
57
| – | – | ﹤0.01% | 722 |
|
|
2017
Q2 | $4K | Hold |
57
| – | – | ﹤0.01% | 784 |
|
|
2017
Q1 | $4K | Hold |
57
| – | – | ﹤0.01% | 745 |
|
|
2016
Q4 | $3K | Sell |
57
-25
| -30% | -$1.32K | ﹤0.01% | 884 |
|
|
2016
Q3 | $4K | Buy |
82
+25
| +44% | +$1.22K | ﹤0.01% | 760 |
|
|
2016
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 901 |
|
|
2016
Q1 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 916 |
|