TWA
TCI Wealth Advisors’s Cato Corp CATO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-376
| Closed | -$3.32K | – | 525 |
|
2023
Q1 | $3.32K | Hold |
376
| – | – | ﹤0.01% | 1795 |
|
2022
Q4 | $3.51K | Buy |
+376
| New | +$3.51K | ﹤0.01% | 1759 |
|
2020
Q2 | – | Sell |
-72
| Closed | -$1K | – | 1463 |
|
2020
Q1 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 1189 |
|
2018
Q4 | – | Sell |
-37
| Closed | -$1K | – | 1451 |
|
2018
Q3 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1162 |
|
2018
Q1 | – | Sell |
-51
| Closed | -$1K | – | 1349 |
|
2017
Q4 | $1K | Buy |
51
+3
| +6% | +$59 | ﹤0.01% | 1149 |
|
2017
Q3 | $1K | Sell |
48
-230
| -83% | -$4.79K | ﹤0.01% | 1074 |
|
2017
Q2 | $5K | Hold |
278
| – | – | ﹤0.01% | 744 |
|
2017
Q1 | $6K | Sell |
278
-187
| -40% | -$4.04K | ﹤0.01% | 673 |
|
2016
Q4 | $14K | Hold |
465
| – | – | 0.01% | 552 |
|
2016
Q3 | $15K | Hold |
465
| – | – | 0.01% | 485 |
|
2016
Q2 | $18K | Hold |
465
| – | – | 0.01% | 458 |
|
2016
Q1 | $18K | Hold |
465
| – | – | 0.01% | 457 |
|
2015
Q4 | $17K | Buy |
+465
| New | +$17K | 0.01% | 460 |
|