TWA
TCI Wealth Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-208
| Closed | -$9.03K | – | 599 |
|
|
2023
Q1 | $9.03K | Sell |
208
-107
| -34% | -$4.65K | ﹤0.01% | 1155 |
|
|
2022
Q4 | $21.1K | Sell |
315
-28
| -8% | -$1.87K | ﹤0.01% | 682 |
|
|
2022
Q3 | $24K | Sell |
343
-21
| -6% | -$1.47K | ﹤0.01% | 576 |
|
|
2022
Q2 | $27K | Buy |
364
+1
| +0.3% | +$74 | ﹤0.01% | 547 |
|
|
2022
Q1 | $33K | Hold |
363
| – | – | ﹤0.01% | 512 |
|
|
2021
Q4 | $32K | Hold |
363
| – | – | ﹤0.01% | 515 |
|
|
2021
Q3 | $29K | Buy |
363
+48
| +15% | +$3.84K | ﹤0.01% | 535 |
|
|
2021
Q2 | $22K | Sell |
315
-6
| -2% | -$419 | ﹤0.01% | 564 |
|
|
2021
Q1 | $23K | Buy |
321
+59
| +23% | +$4.23K | 0.01% | 515 |
|
|
2020
Q4 | $15K | Hold |
262
| – | – | 0.01% | 527 |
|
|
2020
Q3 | $10K | Buy |
262
+123
| +88% | +$4.7K | ﹤0.01% | 561 |
|
|
2020
Q2 | $5K | Sell |
139
-111
| -44% | -$3.99K | ﹤0.01% | 712 |
|
|
2020
Q1 | $7K | Buy |
250
+68
| +37% | +$1.9K | ﹤0.01% | 620 |
|
|
2019
Q4 | $13K | Buy |
182
+40
| +28% | +$2.86K | 0.01% | 644 |
|
|
2019
Q3 | $9K | Buy |
142
+36
| +34% | +$2.28K | ﹤0.01% | 655 |
|
|
2019
Q2 | $8K | Hold |
106
| – | – | ﹤0.01% | 660 |
|
|
2019
Q1 | $8K | Sell |
106
-4
| -4% | -$302 | ﹤0.01% | 661 |
|
|
2018
Q4 | $8K | Sell |
110
-23
| -17% | -$1.67K | ﹤0.01% | 659 |
|
|
2018
Q3 | $12K | Buy |
133
+3
| +2% | +$271 | 0.01% | 584 |
|
|
2018
Q2 | $12K | Buy |
130
+3
| +2% | +$277 | 0.01% | 602 |
|
|
2018
Q1 | $12K | Hold |
127
| – | – | 0.01% | 582 |
|
|
2017
Q4 | $11K | Hold |
127
| – | – | ﹤0.01% | 600 |
|
|
2017
Q3 | $10K | Hold |
127
| – | – | ﹤0.01% | 592 |
|
|
2017
Q2 | $9K | Buy |
127
+21
| +20% | +$1.49K | ﹤0.01% | 610 |
|
|
2017
Q1 | $7K | Hold |
106
| – | – | ﹤0.01% | 640 |
|
|
2016
Q4 | $7K | Hold |
106
| – | – | ﹤0.01% | 696 |
|
|
2016
Q3 | $5K | Hold |
106
| – | – | ﹤0.01% | 718 |
|
|
2016
Q2 | $4K | Sell |
106
-500
| -83% | -$18.9K | ﹤0.01% | 756 |
|
|
2016
Q1 | $23K | Sell |
606
-450
| -43% | -$17.1K | 0.01% | 412 |
|
|
2015
Q4 | $44K | Buy |
1,056
+450
| +74% | +$18.8K | 0.02% | 322 |
|
|
2015
Q3 | $25K | Hold |
606
| – | – | 0.02% | 366 |
|
|
2015
Q2 | $31K | Hold |
606
| – | – | 0.02% | 332 |
|
|
2015
Q1 | $27K | Hold |
606
| – | – | 0.02% | 319 |
|
|
2014
Q4 | $28K | Hold |
606
| – | – | 0.02% | 308 |
|
|
2014
Q3 | $30K | Hold |
606
| – | – | 0.02% | 281 |
|
|
2014
Q2 | $30K | Hold |
606
| – | – | 0.02% | 298 |
|
|
2014
Q1 | $31K | Hold |
606
| – | – | 0.02% | 277 |
|
|
2013
Q4 | $29K | Hold |
606
| – | – | 0.02% | 307 |
|
|
2013
Q3 | $24K | Hold |
606
| – | – | 0.02% | 274 |
|
|
2013
Q2 | $24K | Buy |
+606
| New | +$24K | 0.02% | 285 |
|