TCI Wealth Advisors’s BGC Group BGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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 | $8.96K | Buy |
2,378
+2
| +0.1% | +$8 | ﹤0.01% | 1143 |
|
|
2022
Q3 | $7K | Buy |
2,376
+20
| +0.8% | +$77 | ﹤0.01% | 1223 |
|
|
2022
Q2 | $8K | Buy |
2,356
+699
| +42% | +$2.44K | ﹤0.01% | 1132 |
|
|
2022
Q1 | $7K | Sell |
1,657
-43
| -3% | -$190 | ﹤0.01% | 1299 |
|
|
2021
Q4 | $8K | Buy |
1,700
+997
| +142% | +$4.97K | ﹤0.01% | 1302 |
|
|
2021
Q3 | $4K | Sell |
703
-40
| -5% | -$212 | ﹤0.01% | 1705 |
|
|
2021
Q2 | $4K | Buy |
743
+320
| +76% | +$1.83K | ﹤0.01% | 1534 |
|
|
2021
Q1 | $2K | Sell |
423
-1,027
| -71% | -$4.37K | ﹤0.01% | 1676 |
|
|
2020
Q4 | $6K | Hold |
1,450
| – | – | ﹤0.01% | 791 |
|
|
2020
Q3 | $3K | Hold |
1,450
| – | – | ﹤0.01% | 917 |
|
|
2020
Q2 | $4K | Sell |
1,450
-5,191
| -78% | -$14.4K | ﹤0.01% | 781 |
|
|
2020
Q1 | $17K | Buy |
6,641
+4,495
| +209% | +$22K | 0.01% | 470 |
|
|
2019
Q4 | $13K | Sell |
2,146
-392
| -15% | -$2.21K | 0.01% | 645 |
|
|
2019
Q3 | $14K | Buy |
2,538
+407
| +19% | +$2.18K | 0.01% | 556 |
|
|
2019
Q2 | $11K | Buy |
2,131
+681
| +47% | +$3.53K | 0.01% | 599 |
|
|
2019
Q1 | $8K | Hold |
1,450
| – | – | ﹤0.01% | 665 |
|
|
2018
Q4 | $7K | Sell |
1,450
-805
| -36% | -$5.3K | ﹤0.01% | 695 |
|
|
2018
Q3 | $17K | Hold |
2,255
| – | – | 0.01% | 532 |
|
|
2018
Q2 | $16K | Sell |
2,255
-4,125
| -65% | -$33K | 0.01% | 528 |
|
|
2018
Q1 | $55K | Buy |
6,380
+4,125
| +183% | +$37.1K | 0.03% | 312 |
|
|
2017
Q4 | $22K | Sell |
2,255
-2,255
| -50% | -$22.8K | 0.01% | 476 |
|
|
2017
Q3 | $42K | Hold |
4,510
| – | – | 0.02% | 338 |
|
|
2017
Q2 | $37K | Hold |
4,510
| – | – | 0.02% | 361 |
|
|
2017
Q1 | $33K | Hold |
4,510
| – | – | 0.02% | 358 |
|
|
2016
Q4 | $30K | Hold |
4,510
| – | – | 0.02% | 411 |
|
|
2016
Q3 | $25K | Hold |
4,510
| – | – | 0.01% | 399 |
|
|
2016
Q2 | $25K | Hold |
4,510
| – | – | 0.01% | 404 |
|
|
2016
Q1 | $26K | Hold |
4,510
| – | – | 0.01% | 390 |
|
|
2015
Q4 | $28K | Hold |
4,510
| – | – | 0.02% | 382 |
|
|
2015
Q3 | $24K | Hold |
4,510
| – | – | 0.01% | 371 |
|
|
2015
Q2 | $25K | Hold |
4,510
| – | – | 0.01% | 365 |
|
|
2015
Q1 | $27K | Hold |
4,510
| – | – | 0.02% | 318 |
|
|
2014
Q4 | $27K | Hold |
4,510
| – | – | 0.02% | 318 |
|
|
2014
Q3 | $22K | Hold |
4,510
| – | – | 0.01% | 323 |
|
|
2014
Q2 | $22K | Buy |
+4,510
| New | +$20.7K | 0.01% | 335 |
|
|
2014
Q1 | – | Sell |
-4,510
| Closed | -$18K | – | 885 |
|
|
2013
Q4 | $18K | Hold |
4,510
| – | – | 0.01% | 348 |
|
|
2013
Q3 | $16K | Hold |
4,510
| – | – | 0.01% | 309 |
|
|
2013
Q2 | $17K | Buy |
+4,510
| New | +$16.4K | 0.01% | 316 |
|
Other funds holding BGC
RCMNY
CCMLC
AC
PCM
