TWA
TCI Wealth Advisors’s Alliance Resource Partners ARLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-11,052
| Closed | -$34K | – | 1444 |
|
2020
Q1 | $34K | Buy |
11,052
+528
| +5% | +$1.62K | 0.02% | 355 |
|
2019
Q4 | $114K | Buy |
10,524
+5,451
| +107% | +$59K | 0.04% | 235 |
|
2019
Q3 | $81K | Buy |
+5,073
| New | +$81K | 0.04% | 241 |
|
2018
Q1 | – | Sell |
-6,638
| Closed | -$131K | – | 1342 |
|
2017
Q4 | $131K | Buy |
6,638
+2,638
| +66% | +$52.1K | 0.06% | 197 |
|
2017
Q3 | $77K | Buy |
+4,000
| New | +$77K | 0.04% | 247 |
|
2014
Q1 | – | Sell |
-400
| Closed | -$31K | – | 882 |
|
2013
Q4 | $31K | Hold |
400
| – | – | 0.02% | 294 |
|
2013
Q3 | $30K | Hold |
400
| – | – | 0.02% | 244 |
|
2013
Q2 | $28K | Buy |
+400
| New | +$28K | 0.02% | 266 |
|