TWA
TCI Wealth Advisors’s CNO Financial Group CNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,374
| Closed | -$52.7K | – | 618 |
|
|
2023
Q1 | $52.7K | Hold |
2,374
| – | – | 0.01% | 421 |
|
|
2022
Q4 | $54.2K | Hold |
2,374
| – | – | 0.01% | 387 |
|
|
2022
Q3 | $43K | Buy |
2,374
+350
| +17% | +$6.34K | 0.01% | 406 |
|
|
2022
Q2 | $37K | Sell |
2,024
-659
| -25% | -$12K | 0.01% | 444 |
|
|
2022
Q1 | $67K | Buy |
2,683
+95
| +4% | +$2.37K | 0.01% | 333 |
|
|
2021
Q4 | $62K | Buy |
2,588
+97
| +4% | +$2.32K | 0.01% | 353 |
|
|
2021
Q3 | $59K | Buy |
2,491
+113
| +5% | +$2.68K | 0.01% | 361 |
|
|
2021
Q2 | $56K | Hold |
2,378
| – | – | 0.01% | 354 |
|
|
2021
Q1 | $58K | Buy |
2,378
+344
| +17% | +$8.39K | 0.02% | 307 |
|
|
2020
Q4 | $45K | Buy |
2,034
+10
| +0.5% | +$221 | 0.02% | 326 |
|
|
2020
Q3 | $32K | Buy |
2,024
+151
| +8% | +$2.39K | 0.01% | 356 |
|
|
2020
Q2 | $29K | Hold |
1,873
| – | – | 0.01% | 374 |
|
|
2020
Q1 | $23K | Hold |
1,873
| – | – | 0.01% | 421 |
|
|
2019
Q4 | $34K | Hold |
1,873
| – | – | 0.01% | 452 |
|
|
2019
Q3 | $30K | Hold |
1,873
| – | – | 0.01% | 415 |
|
|
2019
Q2 | $31K | Hold |
1,873
| – | – | 0.01% | 389 |
|
|
2019
Q1 | $30K | Hold |
1,873
| – | – | 0.01% | 421 |
|
|
2018
Q4 | $28K | Sell |
1,873
-32
| -2% | -$478 | 0.01% | 409 |
|
|
2018
Q3 | $40K | Sell |
1,905
-66
| -3% | -$1.39K | 0.02% | 363 |
|
|
2018
Q2 | $38K | Buy |
1,971
+98
| +5% | +$1.89K | 0.02% | 367 |
|
|
2018
Q1 | $41K | Hold |
1,873
| – | – | 0.02% | 355 |
|
|
2017
Q4 | $46K | Hold |
1,873
| – | – | 0.02% | 359 |
|
|
2017
Q3 | $44K | Hold |
1,873
| – | – | 0.02% | 332 |
|
|
2017
Q2 | $39K | Hold |
1,873
| – | – | 0.02% | 355 |
|
|
2017
Q1 | $38K | Hold |
1,873
| – | – | 0.02% | 337 |
|
|
2016
Q4 | $36K | Hold |
1,873
| – | – | 0.02% | 377 |
|
|
2016
Q3 | $29K | Hold |
1,873
| – | – | 0.02% | 372 |
|
|
2016
Q2 | $33K | Hold |
1,873
| – | – | 0.02% | 342 |
|
|
2016
Q1 | $34K | Hold |
1,873
| – | – | 0.02% | 350 |
|
|
2015
Q4 | $36K | Buy |
+1,873
| New | +$36K | 0.02% | 342 |
|