TWA

TCI Wealth Advisors’s Broadridge BR Stock Holding History

TCI Wealth Advisors’s Portfolio BR Stock Details BR Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-151	Closed	-$22.1K	–	487
2023 Q1	$22.1K	Hold	151	–	–	﹤0.01%	664
2022 Q4	$20.3K	Sell	151 -2	-1%	-$268	﹤0.01%	701
2022 Q3	$22K	Sell	153 -5	-3%	-$719	﹤0.01%	613
2022 Q2	$23K	Hold	158	–	–	﹤0.01%	592
2022 Q1	$25K	Hold	158	–	–	﹤0.01%	597
2021 Q4	$29K	Hold	158	–	–	﹤0.01%	548
2021 Q3	$26K	Sell	158 -8	-5%	-$1.32K	﹤0.01%	566
2021 Q2	$27K	Sell	166 -1	-0.6%	-$163	﹤0.01%	514
2021 Q1	$26K	Hold	167	–	–	0.01%	483
2020 Q4	$26K	Buy	167 +68	+69%	+$10.6K	0.01%	420
2020 Q3	$13K	Hold	99	–	–	0.01%	503
2020 Q2	$12K	Buy	99 +2	+2%	+$242	0.01%	517
2020 Q1	$9K	Hold	97	–	–	﹤0.01%	572
2019 Q4	$12K	Sell	97 -8	-8%	-$990	﹤0.01%	658
2019 Q3	$13K	Buy	105 +4	+4%	+$495	0.01%	565
2019 Q2	$13K	Sell	101 -9	-8%	-$1.16K	0.01%	556
2019 Q1	$11K	Hold	110	–	–	﹤0.01%	601
2018 Q4	$11K	Sell	110 -12	-10%	-$1.2K	0.01%	586
2018 Q3	$16K	Sell	122 -18	-13%	-$2.36K	0.01%	534
2018 Q2	$16K	Buy	140 +27	+24%	+$3.09K	0.01%	529
2018 Q1	$12K	Hold	113	–	–	0.01%	580
2017 Q4	$10K	Hold	113	–	–	﹤0.01%	627
2017 Q3	$9K	Hold	113	–	–	﹤0.01%	614
2017 Q2	$9K	Hold	113	–	–	﹤0.01%	609
2017 Q1	$8K	Hold	113	–	–	﹤0.01%	612
2016 Q4	$7K	Sell	113 -29	-20%	-$1.8K	﹤0.01%	694
2016 Q3	$10K	Buy	142 +29	+26%	+$2.04K	0.01%	571
2016 Q2	$7K	Hold	113	–	–	﹤0.01%	640
2016 Q1	$7K	Hold	113	–	–	﹤0.01%	644
2015 Q4	$6K	Hold	113	–	–	﹤0.01%	669
2015 Q3	$6K	Hold	113	–	–	﹤0.01%	585
2015 Q2	$6K	Hold	113	–	–	﹤0.01%	602
2015 Q1	$6K	Hold	113	–	–	﹤0.01%	535
2014 Q4	$5K	Hold	113	–	–	﹤0.01%	548
2014 Q3	$5K	Hold	113	–	–	﹤0.01%	556
2014 Q2	$5K	Hold	113	–	–	﹤0.01%	579
2014 Q1	$4K	Hold	113	–	–	﹤0.01%	591
2013 Q4	$4K	Hold	113	–	–	﹤0.01%	583
2013 Q3	$4K	Hold	113	–	–	﹤0.01%	508
2013 Q2	$3K	Buy	+113	New	+$3K	﹤0.01%	520