TWA
TCI Wealth Advisors’s AB InBev BUD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-148
| Closed | -$10K | – | 2151 |
|
|
2020
Q4 | $10K | Buy |
+148
| New | +$10K | ﹤0.01% | 618 |
|
|
2020
Q3 | – | Sell |
-122
| Closed | -$6K | – | 1518 |
|
|
2020
Q2 | $6K | Buy |
+122
| New | +$6K | ﹤0.01% | 669 |
|
|
2020
Q1 | – | Sell |
-134
| Closed | -$11K | – | 1484 |
|
|
2019
Q4 | $11K | Buy |
+134
| New | +$11K | ﹤0.01% | 677 |
|
|
2018
Q4 | – | Sell |
-142
| Closed | -$12K | – | 1446 |
|
|
2018
Q3 | $12K | Hold |
142
| – | – | 0.01% | 581 |
|
|
2018
Q2 | $14K | Sell |
142
-300
| -68% | -$29.6K | 0.01% | 565 |
|
|
2018
Q1 | $49K | Hold |
442
| – | – | 0.02% | 328 |
|
|
2017
Q4 | $49K | Buy |
442
+300
| +211% | +$33.3K | 0.02% | 348 |
|
|
2017
Q3 | $17K | Hold |
142
| – | – | 0.01% | 485 |
|
|
2017
Q2 | $16K | Sell |
142
-55
| -28% | -$6.2K | 0.01% | 494 |
|
|
2017
Q1 | $22K | Buy |
197
+35
| +22% | +$3.91K | 0.01% | 432 |
|
|
2016
Q4 | $17K | Sell |
162
-34
| -17% | -$3.57K | 0.01% | 516 |
|
|
2016
Q3 | $26K | Hold |
196
| – | – | 0.01% | 393 |
|
|
2016
Q2 | $26K | Buy |
+196
| New | +$26K | 0.01% | 394 |
|
|
2015
Q4 | – | Sell |
-516
| Closed | -$55K | – | 1026 |
|
|
2015
Q3 | $55K | Sell |
516
-2
| -0.4% | -$213 | 0.03% | 267 |
|
|
2015
Q2 | $63K | Buy |
518
+278
| +116% | +$33.8K | 0.04% | 249 |
|
|
2015
Q1 | $29K | Buy |
+240
| New | +$29K | 0.02% | 306 |
|
|
2014
Q4 | – | Sell |
-229
| Closed | -$25K | – | 888 |
|
|
2014
Q3 | $25K | Buy |
229
+25
| +12% | +$2.73K | 0.02% | 309 |
|
|
2014
Q2 | $23K | Buy |
+204
| New | +$23K | 0.01% | 329 |
|