TWA
TCI Wealth Advisors’s Best Buy BBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-226
| Closed | -$17.7K | – | 418 |
|
|
2023
Q1 | $17.7K | Hold |
226
| – | – | ﹤0.01% | 781 |
|
|
2022
Q4 | $18.1K | Buy |
226
+2
| +0.9% | +$160 | ﹤0.01% | 742 |
|
|
2022
Q3 | $14K | Sell |
224
-81
| -27% | -$5.06K | ﹤0.01% | 820 |
|
|
2022
Q2 | $20K | Buy |
305
+1
| +0.3% | +$66 | ﹤0.01% | 635 |
|
|
2022
Q1 | $27K | Sell |
304
-92
| -23% | -$8.17K | ﹤0.01% | 571 |
|
|
2021
Q4 | $40K | Buy |
396
+34
| +9% | +$3.43K | 0.01% | 457 |
|
|
2021
Q3 | $38K | Buy |
362
+93
| +35% | +$9.76K | 0.01% | 474 |
|
|
2021
Q2 | $31K | Hold |
269
| – | – | 0.01% | 488 |
|
|
2021
Q1 | $31K | Buy |
269
+69
| +35% | +$7.95K | 0.01% | 448 |
|
|
2020
Q4 | $20K | Sell |
200
-6
| -3% | -$600 | 0.01% | 469 |
|
|
2020
Q3 | $23K | Buy |
206
+6
| +3% | +$670 | 0.01% | 404 |
|
|
2020
Q2 | $17K | Hold |
200
| – | – | 0.01% | 463 |
|
|
2020
Q1 | $11K | Sell |
200
-25
| -11% | -$1.38K | 0.01% | 535 |
|
|
2019
Q4 | $20K | Buy |
225
+19
| +9% | +$1.69K | 0.01% | 542 |
|
|
2019
Q3 | $14K | Buy |
206
+6
| +3% | +$408 | 0.01% | 551 |
|
|
2019
Q2 | $14K | Sell |
200
-2
| -1% | -$140 | 0.01% | 533 |
|
|
2019
Q1 | $14K | Sell |
202
-6
| -3% | -$416 | 0.01% | 553 |
|
|
2018
Q4 | $11K | Buy |
208
+6
| +3% | +$317 | 0.01% | 585 |
|
|
2018
Q3 | $16K | Hold |
202
| – | – | 0.01% | 533 |
|
|
2018
Q2 | $15K | Hold |
202
| – | – | 0.01% | 540 |
|
|
2018
Q1 | $14K | Hold |
202
| – | – | 0.01% | 551 |
|
|
2017
Q4 | $14K | Hold |
202
| – | – | 0.01% | 560 |
|
|
2017
Q3 | $12K | Sell |
202
-5
| -2% | -$297 | 0.01% | 557 |
|
|
2017
Q2 | $12K | Hold |
207
| – | – | 0.01% | 552 |
|
|
2017
Q1 | $10K | Hold |
207
| – | – | 0.01% | 576 |
|
|
2016
Q4 | $9K | Sell |
207
-5
| -2% | -$217 | ﹤0.01% | 640 |
|
|
2016
Q3 | $8K | Hold |
212
| – | – | ﹤0.01% | 625 |
|
|
2016
Q2 | $6K | Sell |
212
-6
| -3% | -$170 | ﹤0.01% | 677 |
|
|
2016
Q1 | $7K | Sell |
218
-198
| -48% | -$6.36K | ﹤0.01% | 643 |
|
|
2015
Q4 | $13K | Buy |
416
+271
| +187% | +$8.47K | 0.01% | 508 |
|
|
2015
Q3 | $5K | Sell |
145
-11
| -7% | -$379 | ﹤0.01% | 616 |
|
|
2015
Q2 | $5K | Hold |
156
| – | – | ﹤0.01% | 634 |
|
|
2015
Q1 | $6K | Hold |
156
| – | – | ﹤0.01% | 534 |
|
|
2014
Q4 | $6K | Hold |
156
| – | – | ﹤0.01% | 521 |
|
|
2014
Q3 | $5K | Hold |
156
| – | – | ﹤0.01% | 555 |
|
|
2014
Q2 | $5K | Buy |
156
+13
| +9% | +$417 | ﹤0.01% | 578 |
|
|
2014
Q1 | $4K | Hold |
143
| – | – | ﹤0.01% | 588 |
|
|
2013
Q4 | $6K | Hold |
143
| – | – | ﹤0.01% | 506 |
|
|
2013
Q3 | $5K | Hold |
143
| – | – | ﹤0.01% | 474 |
|
|
2013
Q2 | $4K | Buy |
+143
| New | +$4K | ﹤0.01% | 478 |
|