TWA
TCI Wealth Advisors’s Apogee Enterprises APOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-249
| Closed | -$10.8K | – | 329 |
|
|
2023
Q1 | $10.8K | Hold |
249
| – | – | ﹤0.01% | 1047 |
|
|
2022
Q4 | $11.1K | Hold |
249
| – | – | ﹤0.01% | 1009 |
|
|
2022
Q3 | $10K | Hold |
249
| – | – | ﹤0.01% | 986 |
|
|
2022
Q2 | $10K | Hold |
249
| – | – | ﹤0.01% | 985 |
|
|
2022
Q1 | $12K | Hold |
249
| – | – | ﹤0.01% | 959 |
|
|
2021
Q4 | $12K | Hold |
249
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q3 | $9K | Buy |
249
+19
| +8% | +$687 | ﹤0.01% | 1125 |
|
|
2021
Q2 | $9K | Buy |
230
+68
| +42% | +$2.66K | ﹤0.01% | 992 |
|
|
2021
Q1 | $7K | Hold |
162
| – | – | ﹤0.01% | 1010 |
|
|
2020
Q4 | $5K | Hold |
162
| – | – | ﹤0.01% | 821 |
|
|
2020
Q3 | $3K | Buy |
162
+87
| +116% | +$1.61K | ﹤0.01% | 896 |
|
|
2020
Q2 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 1010 |
|
|
2020
Q1 | – | Sell |
-99
| Closed | -$3K | – | 1449 |
|
|
2019
Q4 | $3K | Hold |
99
| – | – | ﹤0.01% | 987 |
|
|
2019
Q3 | $4K | Sell |
99
-15
| -13% | -$606 | ﹤0.01% | 841 |
|
|
2019
Q2 | $5K | Buy |
114
+15
| +15% | +$658 | ﹤0.01% | 747 |
|
|
2019
Q1 | $4K | Buy |
99
+14
| +16% | +$566 | ﹤0.01% | 820 |
|
|
2018
Q4 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 865 |
|
|
2017
Q4 | – | Sell |
-16
| Closed | -$1K | – | 1367 |
|
|
2017
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1059 |
|
|
2016
Q2 | – | Sell |
-18
| Closed | -$1K | – | 1296 |
|
|
2016
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1042 |
|