TCI Wealth Advisors’s DMC Global BOOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-174
| Closed | -$3.82K | – | 481 |
|
|
2023
Q1 | $3.82K | Hold |
174
| – | – | ﹤0.01% | 1714 |
|
|
2022
Q4 | $3.38K | Sell |
174
-12
| -6% | -$233 | ﹤0.01% | 1786 |
|
|
2022
Q3 | $3K | Buy |
+186
| New | +$3K | ﹤0.01% | 1733 |
|
|
2022
Q1 | – | Sell |
-185
| Closed | -$7K | – | 2237 |
|
|
2021
Q4 | $7K | Buy |
185
+105
| +131% | +$3.97K | ﹤0.01% | 1404 |
|
|
2021
Q3 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 1893 |
|
|
2021
Q2 | – | Sell |
-28
| Closed | -$2K | – | 2303 |
|
|
2021
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1664 |
|
|
2019
Q3 | – | Sell |
-14
| Closed | -$1K | – | 1493 |
|
|
2019
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1145 |
|