TWA
TCI Wealth Advisors’s BGC Group BGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,377
| Closed | -$12.4K | – | 439 |
|
|
2023
Q1 | $12.4K | Sell |
2,377
-1
| -0% | -$5 | ﹤0.01% | 951 |
|
|
2022
Q4 | $8.97K | Buy |
2,378
+2
| +0.1% | +$8 | ﹤0.01% | 1143 |
|
|
2022
Q3 | $7K | Buy |
2,376
+20
| +0.8% | +$59 | ﹤0.01% | 1223 |
|
|
2022
Q2 | $8K | Buy |
2,356
+699
| +42% | +$2.37K | ﹤0.01% | 1131 |
|
|
2022
Q1 | $7K | Sell |
1,657
-43
| -3% | -$182 | ﹤0.01% | 1299 |
|
|
2021
Q4 | $8K | Buy |
1,700
+997
| +142% | +$4.69K | ﹤0.01% | 1302 |
|
|
2021
Q3 | $4K | Sell |
703
-40
| -5% | -$228 | ﹤0.01% | 1690 |
|
|
2021
Q2 | $4K | Buy |
743
+320
| +76% | +$1.72K | ﹤0.01% | 1516 |
|
|
2021
Q1 | $2K | Sell |
423
-1,027
| -71% | -$4.86K | ﹤0.01% | 1658 |
|
|
2020
Q4 | $6K | Hold |
1,450
| – | – | ﹤0.01% | 767 |
|
|
2020
Q3 | $3K | Hold |
1,450
| – | – | ﹤0.01% | 900 |
|
|
2020
Q2 | $4K | Sell |
1,450
-5,191
| -78% | -$14.3K | ﹤0.01% | 769 |
|
|
2020
Q1 | $17K | Buy |
6,641
+4,495
| +209% | +$11.5K | 0.01% | 460 |
|
|
2019
Q4 | $13K | Sell |
2,146
-392
| -15% | -$2.38K | 0.01% | 641 |
|
|
2019
Q3 | $14K | Buy |
2,538
+407
| +19% | +$2.25K | 0.01% | 552 |
|
|
2019
Q2 | $11K | Buy |
2,131
+681
| +47% | +$3.52K | 0.01% | 595 |
|
|
2019
Q1 | $8K | Hold |
1,450
| – | – | ﹤0.01% | 659 |
|
|
2018
Q4 | $7K | Hold |
1,450
| – | – | ﹤0.01% | 687 |
|
|
2018
Q3 | $17K | Hold |
1,450
| – | – | 0.01% | 522 |
|
|
2018
Q2 | $16K | Sell |
1,450
-2,653
| -65% | -$29.3K | 0.01% | 528 |
|
|
2018
Q1 | $55K | Buy |
4,103
+2,653
| +183% | +$35.6K | 0.03% | 309 |
|
|
2017
Q4 | $22K | Sell |
1,450
-1,450
| -50% | -$22K | 0.01% | 476 |
|
|
2017
Q3 | $42K | Hold |
2,900
| – | – | 0.02% | 337 |
|
|
2017
Q2 | $37K | Hold |
2,900
| – | – | 0.02% | 361 |
|
|
2017
Q1 | $33K | Hold |
2,900
| – | – | 0.02% | 358 |
|
|
2016
Q4 | $30K | Hold |
2,900
| – | – | 0.02% | 411 |
|
|
2016
Q3 | $25K | Hold |
2,900
| – | – | 0.01% | 399 |
|
|
2016
Q2 | $25K | Hold |
2,900
| – | – | 0.01% | 404 |
|
|
2016
Q1 | $26K | Hold |
2,900
| – | – | 0.01% | 390 |
|
|
2015
Q4 | $28K | Hold |
2,900
| – | – | 0.02% | 382 |
|
|
2015
Q3 | $24K | Hold |
2,900
| – | – | 0.01% | 371 |
|
|
2015
Q2 | $25K | Hold |
2,900
| – | – | 0.01% | 365 |
|
|
2015
Q1 | $27K | Hold |
2,900
| – | – | 0.02% | 318 |
|
|
2014
Q4 | $27K | Hold |
2,900
| – | – | 0.02% | 318 |
|
|
2014
Q3 | $22K | Hold |
2,900
| – | – | 0.01% | 323 |
|
|
2014
Q2 | $22K | Buy |
+2,900
| New | +$22K | 0.01% | 335 |
|
|
2014
Q1 | – | Sell |
-2,900
| Closed | -$18K | – | 885 |
|
|
2013
Q4 | $18K | Hold |
2,900
| – | – | 0.01% | 347 |
|
|
2013
Q3 | $16K | Hold |
2,900
| – | – | 0.01% | 309 |
|
|
2013
Q2 | $17K | Buy |
+2,900
| New | +$17K | 0.01% | 315 |
|