TCI Wealth Advisors’s Assured Guaranty AGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-532
| Closed | -$26.7K | – | 255 |
|
|
2023
Q1 | $26.7K | Sell |
532
-1
| -0.2% | -$58 | ﹤0.01% | 599 |
|
|
2022
Q4 | $33.2K | Buy |
533
+1
| +0.2% | +$59 | ﹤0.01% | 515 |
|
|
2022
Q3 | $26K | Buy |
532
+199
| +60% | +$10.7K | ﹤0.01% | 551 |
|
|
2022
Q2 | $19K | Hold |
333
| – | – | ﹤0.01% | 649 |
|
|
2022
Q1 | $21K | Hold |
333
| – | – | ﹤0.01% | 669 |
|
|
2021
Q4 | $17K | Buy |
333
+61
| +22% | +$3.14K | ﹤0.01% | 773 |
|
|
2021
Q3 | $13K | Buy |
272
+26
| +11% | +$1.24K | ﹤0.01% | 899 |
|
|
2021
Q2 | $12K | Buy |
246
+13
| +6% | +$610 | ﹤0.01% | 833 |
|
|
2021
Q1 | $10K | Buy |
233
+59
| +34% | +$2.36K | ﹤0.01% | 839 |
|
|
2020
Q4 | $5K | Buy |
174
+26
| +18% | +$764 | ﹤0.01% | 844 |
|
|
2020
Q3 | $3K | Sell |
148
-11
| -7% | -$242 | ﹤0.01% | 912 |
|
|
2020
Q2 | $4K | Hold |
159
| – | – | ﹤0.01% | 776 |
|
|
2020
Q1 | $4K | Buy |
159
+103
| +184% | +$4.26K | ﹤0.01% | 748 |
|
|
2019
Q4 | $3K | Sell |
56
-130
| -70% | -$6.22K | ﹤0.01% | 988 |
|
|
2019
Q3 | $8K | Buy |
186
+130
| +232% | +$5.72K | ﹤0.01% | 681 |
|
|
2019
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 968 |
|
|
2019
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 987 |
|
|
2018
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 956 |
|
|
2018
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 990 |
|
|
2018
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 1020 |
|
|
2018
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 927 |
|
|
2017
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 980 |
|
|
2017
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 917 |
|
|
2017
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 955 |
|
|
2017
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 905 |
|
|
2016
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 982 |
|
|
2016
Q3 | $2K | Sell |
56
-94
| -63% | -$2.54K | ﹤0.01% | 936 |
|
|
2016
Q2 | $4K | Buy |
150
+94
| +168% | +$2.42K | ﹤0.01% | 749 |
|
|
2016
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 1034 |
|
|
2015
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 914 |
|
|
2015
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 860 |
|
|
2015
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 861 |
|
|
2015
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 788 |
|
|
2014
Q4 | $1K | Buy |
56
+33
| +143% | +$795 | ﹤0.01% | 787 |
|
|
2014
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 786 |
|
|
2014
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 808 |
|
|
2014
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 774 |
|
|
2013
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 760 |
|
|
2013
Q3 | $0 | Buy |
+23
| New | +$486 | ﹤0.01% | 783 |
|
Other funds holding AGO
PI
KBG
