TWA
TCI Wealth Advisors’s Clearfield CLFD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-69
| Closed | -$3.22K | – | 593 |
|
2023
Q1 | $3.22K | Hold |
69
| – | – | ﹤0.01% | 1818 |
|
2022
Q4 | $6.5K | Hold |
69
| – | – | ﹤0.01% | 1359 |
|
2022
Q3 | $7K | Hold |
69
| – | – | ﹤0.01% | 1231 |
|
2022
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 1595 |
|
2022
Q1 | $5K | Hold |
69
| – | – | ﹤0.01% | 1509 |
|
2021
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 1509 |
|
2021
Q3 | $3K | Hold |
69
| – | – | ﹤0.01% | 1898 |
|
2021
Q2 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 1696 |
|
2018
Q2 | – | Sell |
-48
| Closed | -$1K | – | 1513 |
|
2018
Q1 | $1K | Hold |
48
| – | – | ﹤0.01% | 1106 |
|
2017
Q4 | $1K | Hold |
48
| – | – | ﹤0.01% | 1157 |
|
2017
Q3 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 1080 |
|