TWA
TCI Wealth Advisors’s Commercial Metals CMC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-644
| Closed | -$31.5K | – | 600 |
|
2023
Q1 | $31.5K | Hold |
644
| – | – | ﹤0.01% | 552 |
|
2022
Q4 | $31.1K | Buy |
644
+2
| +0.3% | +$97 | ﹤0.01% | 531 |
|
2022
Q3 | $23K | Buy |
642
+9
| +1% | +$322 | ﹤0.01% | 592 |
|
2022
Q2 | $21K | Buy |
633
+74
| +13% | +$2.46K | ﹤0.01% | 621 |
|
2022
Q1 | $23K | Hold |
559
| – | – | ﹤0.01% | 626 |
|
2021
Q4 | $20K | Buy |
559
+143
| +34% | +$5.12K | ﹤0.01% | 707 |
|
2021
Q3 | $13K | Buy |
416
+94
| +29% | +$2.94K | ﹤0.01% | 893 |
|
2021
Q2 | $10K | Hold |
322
| – | – | ﹤0.01% | 930 |
|
2021
Q1 | $10K | Buy |
+322
| New | +$10K | ﹤0.01% | 826 |
|
2020
Q2 | – | Sell |
-89
| Closed | -$1K | – | 1471 |
|
2020
Q1 | $1K | Hold |
89
| – | – | ﹤0.01% | 1198 |
|
2019
Q4 | $2K | Hold |
89
| – | – | ﹤0.01% | 1112 |
|
2019
Q3 | $2K | Hold |
89
| – | – | ﹤0.01% | 1043 |
|
2019
Q2 | $2K | Hold |
89
| – | – | ﹤0.01% | 982 |
|
2019
Q1 | $2K | Hold |
89
| – | – | ﹤0.01% | 997 |
|
2018
Q4 | $1K | Hold |
89
| – | – | ﹤0.01% | 1166 |
|
2018
Q3 | $2K | Hold |
89
| – | – | ﹤0.01% | 1001 |
|
2018
Q2 | $2K | Hold |
89
| – | – | ﹤0.01% | 1042 |
|
2018
Q1 | $2K | Hold |
89
| – | – | ﹤0.01% | 944 |
|
2017
Q4 | $2K | Hold |
89
| – | – | ﹤0.01% | 1001 |
|
2017
Q3 | $2K | Hold |
89
| – | – | ﹤0.01% | 938 |
|
2017
Q2 | $2K | Hold |
89
| – | – | ﹤0.01% | 971 |
|
2017
Q1 | $2K | Sell |
89
-4
| -4% | -$90 | ﹤0.01% | 917 |
|
2016
Q4 | $2K | Hold |
93
| – | – | ﹤0.01% | 993 |
|
2016
Q3 | $2K | Hold |
93
| – | – | ﹤0.01% | 950 |
|
2016
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 914 |
|
2016
Q1 | $2K | Hold |
93
| – | – | ﹤0.01% | 928 |
|
2015
Q4 | $1K | Hold |
93
| – | – | ﹤0.01% | 927 |
|
2015
Q3 | $1K | Hold |
93
| – | – | ﹤0.01% | 870 |
|
2015
Q2 | $1K | Hold |
93
| – | – | ﹤0.01% | 872 |
|
2015
Q1 | $2K | Hold |
93
| – | – | ﹤0.01% | 720 |
|
2014
Q4 | $2K | Hold |
93
| – | – | ﹤0.01% | 718 |
|
2014
Q3 | $2K | Hold |
93
| – | – | ﹤0.01% | 719 |
|
2014
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 741 |
|
2014
Q1 | $2K | Sell |
93
-71
| -43% | -$1.53K | ﹤0.01% | 700 |
|
2013
Q4 | $3K | Hold |
164
| – | – | ﹤0.01% | 637 |
|
2013
Q3 | $3K | Hold |
164
| – | – | ﹤0.01% | 560 |
|
2013
Q2 | $2K | Buy |
+164
| New | +$2K | ﹤0.01% | 567 |
|