TWA
TCI Wealth Advisors’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-903
| Closed | -$10.2K | – | 248 |
|
|
2023
Q1 | $10.2K | Sell |
903
-88
| -9% | -$992 | ﹤0.01% | 1081 |
|
|
2022
Q4 | $9.58K | Sell |
991
-212
| -18% | -$2.05K | ﹤0.01% | 1099 |
|
|
2022
Q3 | $23K | Buy |
1,203
+421
| +54% | +$8.05K | ﹤0.01% | 587 |
|
|
2022
Q2 | $14K | Sell |
782
-200
| -20% | -$3.58K | ﹤0.01% | 791 |
|
|
2022
Q1 | $46K | Buy |
982
+348
| +55% | +$16.3K | 0.01% | 427 |
|
|
2021
Q4 | $64K | Hold |
634
| – | – | 0.01% | 349 |
|
|
2021
Q3 | $76K | Sell |
634
-30,981
| -98% | -$3.71M | 0.01% | 320 |
|
|
2021
Q2 | $2.13M | Buy |
31,615
+30,481
| +2,688% | +$2.05M | 0.36% | 32 |
|
|
2021
Q1 | $80K | Buy |
+1,134
| New | +$80K | 0.03% | 262 |
|