TWA
TCI Wealth Advisors’s AXIS Capital AXS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-245
| Closed | -$13.4K | – | 395 |
|
|
2023
Q1 | $13.4K | Hold |
245
| – | – | ﹤0.01% | 913 |
|
|
2022
Q4 | $13.3K | Buy |
245
+137
| +127% | +$7.42K | ﹤0.01% | 891 |
|
|
2022
Q3 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 1421 |
|
|
2021
Q3 | – | Sell |
-67
| Closed | -$3K | – | 2362 |
|
|
2021
Q2 | $3K | Hold |
67
| – | – | ﹤0.01% | 1686 |
|
|
2021
Q1 | $3K | Hold |
67
| – | – | ﹤0.01% | 1471 |
|
|
2020
Q4 | $3K | Buy |
67
+41
| +158% | +$1.84K | ﹤0.01% | 1035 |
|
|
2020
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1254 |
|
|
2020
Q1 | – | Sell |
-73
| Closed | -$4K | – | 1460 |
|
|
2019
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 889 |
|
|
2019
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 785 |
|
|
2019
Q2 | $4K | Sell |
73
-13
| -15% | -$712 | ﹤0.01% | 796 |
|
|
2019
Q1 | $5K | Hold |
86
| – | – | ﹤0.01% | 764 |
|
|
2018
Q4 | $4K | Buy |
86
+13
| +18% | +$605 | ﹤0.01% | 796 |
|
|
2018
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 820 |
|
|
2018
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 827 |
|
|
2018
Q1 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 764 |
|