TWA
TCI Wealth Advisors’s Banc of California BANC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-124
| Closed | -$1.98K | – | 2527 |
|
|
2022
Q4 | $1.98K | Sell |
124
-192
| -61% | -$3.06K | ﹤0.01% | 1978 |
|
|
2022
Q3 | $5K | Hold |
316
| – | – | ﹤0.01% | 1424 |
|
|
2022
Q2 | $6K | Hold |
316
| – | – | ﹤0.01% | 1322 |
|
|
2022
Q1 | $6K | Hold |
316
| – | – | ﹤0.01% | 1392 |
|
|
2021
Q4 | $6K | Hold |
316
| – | – | ﹤0.01% | 1500 |
|
|
2021
Q3 | $6K | Hold |
316
| – | – | ﹤0.01% | 1407 |
|
|
2021
Q2 | $6K | Buy |
316
+92
| +41% | +$1.75K | ﹤0.01% | 1259 |
|
|
2021
Q1 | $4K | Buy |
224
+100
| +81% | +$1.79K | ﹤0.01% | 1322 |
|
|
2020
Q4 | $2K | Buy |
+124
| New | +$2K | ﹤0.01% | 1166 |
|
|
2020
Q1 | – | Sell |
-42
| Closed | -$1K | – | 1464 |
|
|
2019
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 1278 |
|
|
2019
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 1223 |
|
|
2019
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 1137 |
|
|
2019
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 1144 |
|
|
2018
Q4 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1135 |
|
|
2017
Q3 | – | Sell |
-29
| Closed | -$1K | – | 1318 |
|
|
2017
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 1094 |
|
|
2017
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1045 |
|
|
2016
Q4 | – | Sell |
-60
| Closed | -$1K | – | 1356 |
|
|
2016
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 1085 |
|
|
2016
Q2 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 1029 |
|