TWA
TCI Wealth Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-681
| Closed | -$21.8K | – | 321 |
|
|
2023
Q1 | $21.8K | Sell |
681
-1
| -0.1% | -$32 | ﹤0.01% | 670 |
|
|
2022
Q4 | $20.3K | Buy |
682
+679
| +22,633% | +$20.2K | ﹤0.01% | 700 |
|
|
2022
Q3 | $0 | Sell |
3
-303
| -99% | – | ﹤0.01% | 2243 |
|
|
2022
Q2 | $11K | Buy |
+306
| New | +$11K | ﹤0.01% | 931 |
|
|
2021
Q4 | – | Sell |
-91
| Closed | -$4K | – | 2293 |
|
|
2021
Q3 | $4K | Buy |
91
+41
| +82% | +$1.8K | ﹤0.01% | 1684 |
|
|
2021
Q2 | $3K | Buy |
50
+3
| +6% | +$180 | ﹤0.01% | 1679 |
|
|
2021
Q1 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 1640 |
|
|
2015
Q2 | – | Sell |
-23
| Closed | -$1K | – | 959 |
|
|
2015
Q1 | $1K | Buy |
23
+2
| +10% | +$87 | ﹤0.01% | 788 |
|
|
2014
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 789 |
|