TWA

TCI Wealth Advisors’s AES AES Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-280	Closed	-$6.74K	–	244
2023 Q1	$6.74K	Sell	280 -112	-29%	-$2.7K	﹤0.01%	1324
2022 Q4	$11.3K	Buy	392 +112	+40%	+$3.22K	﹤0.01%	989
2022 Q3	$6K	Hold	280	–	–	﹤0.01%	1309
2022 Q2	$6K	Hold	280	–	–	﹤0.01%	1311
2022 Q1	$7K	Hold	280	–	–	﹤0.01%	1288
2021 Q4	$7K	Sell	280 -154	-35%	-$3.85K	﹤0.01%	1393
2021 Q3	$10K	Hold	434	–	–	﹤0.01%	1065
2021 Q2	$11K	Buy	434 +11	+3%	+$279	﹤0.01%	864
2021 Q1	$11K	Buy	423 +143	+51%	+$3.72K	﹤0.01%	774
2020 Q4	$7K	Hold	280	–	–	﹤0.01%	706
2020 Q3	$5K	Hold	280	–	–	﹤0.01%	729
2020 Q2	$4K	Hold	280	–	–	﹤0.01%	762
2020 Q1	$4K	Hold	280	–	–	﹤0.01%	736
2019 Q4	$6K	Hold	280	–	–	﹤0.01%	792
2019 Q3	$5K	Hold	280	–	–	﹤0.01%	781
2019 Q2	$5K	Hold	280	–	–	﹤0.01%	746
2019 Q1	$5K	Hold	280	–	–	﹤0.01%	761
2018 Q4	$4K	Sell	280 -46	-14%	-$657	﹤0.01%	789
2018 Q3	$5K	Sell	326 -92	-22%	-$1.41K	﹤0.01%	763
2018 Q2	$6K	Buy	418 +138	+49%	+$1.98K	﹤0.01%	726
2018 Q1	$3K	Hold	280	–	–	﹤0.01%	821
2017 Q4	$3K	Hold	280	–	–	﹤0.01%	875
2017 Q3	$3K	Hold	280	–	–	﹤0.01%	817
2017 Q2	$3K	Hold	280	–	–	﹤0.01%	849
2017 Q1	$3K	Hold	280	–	–	﹤0.01%	819
2016 Q4	$3K	Hold	280	–	–	﹤0.01%	885
2016 Q3	$4K	Hold	280	–	–	﹤0.01%	761
2016 Q2	$3K	Hold	280	–	–	﹤0.01%	815
2016 Q1	$3K	Buy	+280	New	+$3K	﹤0.01%	820