TWA
CA
TCI Wealth Advisors’s CA, Inc. CA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-697
| Closed | -$31K | – | 1801 |
|
|
2018
Q3 | $31K | Buy |
697
+575
| +471% | +$25.6K | 0.01% | 406 |
|
|
2018
Q2 | $4K | Buy |
122
+7
| +6% | +$230 | ﹤0.01% | 905 |
|
|
2018
Q1 | $4K | Hold |
115
| – | – | ﹤0.01% | 815 |
|
|
2017
Q4 | $4K | Hold |
115
| – | – | ﹤0.01% | 870 |
|
|
2017
Q3 | $4K | Hold |
115
| – | – | ﹤0.01% | 809 |
|
|
2017
Q2 | $4K | Hold |
115
| – | – | ﹤0.01% | 846 |
|
|
2017
Q1 | $4K | Hold |
115
| – | – | ﹤0.01% | 811 |
|
|
2016
Q4 | $4K | Sell |
115
-35
| -23% | -$1.22K | ﹤0.01% | 876 |
|
|
2016
Q3 | $5K | Buy |
150
+60
| +67% | +$2K | ﹤0.01% | 757 |
|
|
2016
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 888 |
|
|
2016
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 902 |
|
|
2015
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 843 |
|
|
2015
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 856 |
|
|
2015
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 773 |
|
|
2015
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 710 |
|
|
2014
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 708 |
|
|
2014
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 709 |
|
|
2014
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 729 |
|
|
2014
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 692 |
|
|
2013
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 694 |
|
|
2013
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 615 |
|
|
2013
Q2 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 559 |
|