TWA
TCI Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2
| Closed | -$211 | – | 564 |
|
2023
Q1 | $211 | Sell |
2
-2
| -50% | -$211 | ﹤0.01% | 2329 |
|
2022
Q4 | $535 | Sell |
4
-1
| -20% | -$134 | ﹤0.01% | 2205 |
|
2022
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2051 |
|
2022
Q2 | – | Sell |
-6
| Closed | -$1K | – | 2299 |
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 2074 |
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 2165 |
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 2220 |
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 2164 |
|
2021
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 2017 |
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1322 |
|
2020
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1521 |
|
2020
Q1 | – | Sell |
-5
| Closed | – | – | 1495 |
|
2019
Q4 | $0 | Sell |
5
-47
| -90% | – | ﹤0.01% | 1540 |
|
2019
Q3 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 786 |
|