TWA
TCI Wealth Advisors’s Campbell Soup CPB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-78
| Closed | -$4.27K | – | 645 |
|
2023
Q1 | $4.27K | Sell |
78
-20
| -20% | -$1.1K | ﹤0.01% | 1637 |
|
2022
Q4 | $5.53K | Buy |
98
+22
| +29% | +$1.24K | ﹤0.01% | 1455 |
|
2022
Q3 | $4K | Buy |
76
+18
| +31% | +$947 | ﹤0.01% | 1582 |
|
2022
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 1767 |
|
2022
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 1861 |
|
2021
Q4 | $3K | Sell |
58
-34
| -37% | -$1.76K | ﹤0.01% | 1989 |
|
2021
Q3 | $4K | Buy |
92
+13
| +16% | +$565 | ﹤0.01% | 1703 |
|
2021
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 1531 |
|
2021
Q1 | $4K | Sell |
79
-188
| -70% | -$9.52K | ﹤0.01% | 1331 |
|
2020
Q4 | $13K | Sell |
267
-104
| -28% | -$5.06K | 0.01% | 556 |
|
2020
Q3 | $18K | Hold |
371
| – | – | 0.01% | 448 |
|
2020
Q2 | $18K | Buy |
371
+180
| +94% | +$8.73K | 0.01% | 450 |
|
2020
Q1 | $9K | Buy |
191
+39
| +26% | +$1.84K | ﹤0.01% | 576 |
|
2019
Q4 | $8K | Buy |
152
+10
| +7% | +$526 | ﹤0.01% | 741 |
|
2019
Q3 | $7K | Hold |
142
| – | – | ﹤0.01% | 710 |
|
2019
Q2 | $6K | Hold |
142
| – | – | ﹤0.01% | 716 |
|
2019
Q1 | $5K | Sell |
142
-219
| -61% | -$7.71K | ﹤0.01% | 771 |
|
2018
Q4 | $12K | Buy |
361
+324
| +876% | +$10.8K | 0.01% | 568 |
|
2018
Q3 | $1K | Sell |
37
-12
| -24% | -$324 | ﹤0.01% | 1173 |
|
2018
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 1045 |
|
2018
Q1 | $2K | Sell |
49
-164
| -77% | -$6.69K | ﹤0.01% | 947 |
|
2017
Q4 | $10K | Buy |
213
+165
| +344% | +$7.75K | ﹤0.01% | 630 |
|
2017
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 940 |
|
2017
Q2 | $3K | Hold |
48
| – | – | ﹤0.01% | 863 |
|
2017
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 832 |
|
2016
Q4 | $3K | Sell |
48
-49
| -51% | -$3.06K | ﹤0.01% | 900 |
|
2016
Q3 | $5K | Hold |
97
| – | – | ﹤0.01% | 721 |
|
2016
Q2 | $6K | Hold |
97
| – | – | ﹤0.01% | 680 |
|
2016
Q1 | $6K | Buy |
97
+49
| +102% | +$3.03K | ﹤0.01% | 675 |
|
2015
Q4 | $2K | Buy |
48
+1
| +2% | +$42 | ﹤0.01% | 855 |
|
2015
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 782 |
|
2015
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 785 |
|
2015
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 721 |
|
2014
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 719 |
|
2014
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 720 |
|
2014
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 742 |
|
2014
Q1 | $2K | Buy |
47
+1
| +2% | +$43 | ﹤0.01% | 701 |
|
2013
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 697 |
|
2013
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 618 |
|
2013
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 568 |
|