TWA
TCI Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-205
| Closed | -$29.2K | – | 299 |
|
|
2023
Q1 | $29.2K | Sell |
205
-1
| -0.5% | -$142 | ﹤0.01% | 570 |
|
|
2022
Q4 | $32.6K | Sell |
206
-1
| -0.5% | -$158 | ﹤0.01% | 522 |
|
|
2022
Q3 | $23K | Buy |
207
+1
| +0.5% | +$111 | ﹤0.01% | 588 |
|
|
2022
Q2 | $24K | Hold |
206
| – | – | ﹤0.01% | 575 |
|
|
2022
Q1 | $29K | Buy |
206
+1
| +0.5% | +$141 | ﹤0.01% | 543 |
|
|
2021
Q4 | $34K | Hold |
205
| – | – | 0.01% | 498 |
|
|
2021
Q3 | $31K | Sell |
205
-15
| -7% | -$2.27K | ﹤0.01% | 519 |
|
|
2021
Q2 | $34K | Hold |
220
| – | – | 0.01% | 461 |
|
|
2021
Q1 | $33K | Hold |
220
| – | – | 0.01% | 436 |
|
|
2020
Q4 | $22K | Buy |
220
+11
| +5% | +$1.1K | 0.01% | 453 |
|
|
2020
Q3 | $14K | Buy |
209
+55
| +36% | +$3.68K | 0.01% | 491 |
|
|
2020
Q2 | $11K | Buy |
154
+95
| +161% | +$6.79K | ﹤0.01% | 530 |
|
|
2020
Q1 | $3K | Buy |
59
+34
| +136% | +$1.73K | ﹤0.01% | 814 |
|
|
2019
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1086 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | -$1K | – | 1481 |
|
|
2019
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1126 |
|
|
2018
Q4 | – | Sell |
-3
| Closed | – | – | 1416 |
|
|
2018
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1443 |
|
|
2017
Q4 | – | Sell |
-10
| Closed | -$2K | – | 1366 |
|
|
2017
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 917 |
|
|
2017
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 957 |
|
|
2016
Q4 | – | Sell |
-7
| Closed | -$1K | – | 1349 |
|
|
2016
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1070 |
|
|
2016
Q1 | – | Sell |
-82
| Closed | -$13K | – | 1319 |
|
|
2015
Q4 | $13K | Buy |
+82
| New | +$13K | 0.01% | 506 |
|