TWA
TCI Wealth Advisors’s Caleres CAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-216
| Closed | -$4.67K | – | 517 |
|
|
2023
Q1 | $4.67K | Hold |
216
| – | – | ﹤0.01% | 1577 |
|
|
2022
Q4 | $4.81K | Sell |
216
-128
| -37% | -$2.85K | ﹤0.01% | 1551 |
|
|
2022
Q3 | $8K | Buy |
344
+128
| +59% | +$2.98K | ﹤0.01% | 1130 |
|
|
2022
Q2 | $6K | Hold |
216
| – | – | ﹤0.01% | 1328 |
|
|
2022
Q1 | $4K | Sell |
216
-129
| -37% | -$2.39K | ﹤0.01% | 1671 |
|
|
2021
Q4 | $8K | Buy |
345
+41
| +13% | +$951 | ﹤0.01% | 1303 |
|
|
2021
Q3 | $7K | Hold |
304
| – | – | ﹤0.01% | 1322 |
|
|
2021
Q2 | $8K | Buy |
304
+88
| +41% | +$2.32K | ﹤0.01% | 1075 |
|
|
2021
Q1 | $5K | Hold |
216
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q4 | $3K | Hold |
216
| – | – | ﹤0.01% | 1044 |
|
|
2020
Q3 | $2K | Hold |
216
| – | – | ﹤0.01% | 1065 |
|
|
2020
Q2 | $2K | Hold |
216
| – | – | ﹤0.01% | 1022 |
|
|
2020
Q1 | $1K | Buy |
216
+141
| +188% | +$653 | ﹤0.01% | 1188 |
|
|
2019
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q3 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 1040 |
|
|
2019
Q2 | – | Sell |
-27
| Closed | -$1K | – | 1421 |
|
|
2019
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1159 |
|
|
2018
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1153 |
|
|
2018
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1160 |
|
|
2018
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1255 |
|
|
2018
Q1 | $1K | Sell |
27
-13
| -33% | -$481 | ﹤0.01% | 1100 |
|
|
2017
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 1148 |
|
|
2017
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1073 |
|