TWA
TCI Wealth Advisors’s Chefs' Warehouse CHEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-130
| Closed | -$4.43K | – | 572 |
|
|
2023
Q1 | $4.43K | Hold |
130
| – | – | ﹤0.01% | 1608 |
|
|
2022
Q4 | $4.33K | Hold |
130
| – | – | ﹤0.01% | 1624 |
|
|
2022
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 1576 |
|
|
2022
Q2 | $5K | Hold |
130
| – | – | ﹤0.01% | 1448 |
|
|
2022
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 1674 |
|
|
2021
Q4 | $4K | Hold |
130
| – | – | ﹤0.01% | 1784 |
|
|
2021
Q3 | $4K | Buy |
130
+70
| +117% | +$2.15K | ﹤0.01% | 1698 |
|
|
2021
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 1948 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$1K | – | 1496 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1299 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1242 |
|
|
2019
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1159 |
|