TCI Wealth Advisors’s Central Pacific Financial CPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-458
| Closed | -$8.2K | – | 646 |
|
|
2023
Q1 | $8.2K | Hold |
458
| – | – | ﹤0.01% | 1206 |
|
|
2022
Q4 | $9.29K | Hold |
458
| – | – | ﹤0.01% | 1119 |
|
|
2022
Q3 | $9K | Hold |
458
| – | – | ﹤0.01% | 1057 |
|
|
2022
Q2 | $10K | Hold |
458
| – | – | ﹤0.01% | 996 |
|
|
2022
Q1 | $13K | Hold |
458
| – | – | ﹤0.01% | 919 |
|
|
2021
Q4 | $13K | Hold |
458
| – | – | ﹤0.01% | 962 |
|
|
2021
Q3 | $12K | Hold |
458
| – | – | ﹤0.01% | 967 |
|
|
2021
Q2 | $12K | Hold |
458
| – | – | ﹤0.01% | 844 |
|
|
2021
Q1 | $12K | Buy |
+458
| New | +$10.5K | 0.01% | 749 |
|
|
2020
Q3 | – | Sell |
-193
| Closed | -$3K | – | 1548 |
|
|
2020
Q2 | $3K | Buy |
+193
| New | +$3.06K | ﹤0.01% | 879 |
|
|
2020
Q1 | – | Sell |
-116
| Closed | -$3K | – | 1519 |
|
|
2019
Q4 | $3K | Hold |
116
| – | – | ﹤0.01% | 1001 |
|
|
2019
Q3 | $3K | Hold |
116
| – | – | ﹤0.01% | 935 |
|
|
2019
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 878 |
|
|
2019
Q1 | $3K | Hold |
116
| – | – | ﹤0.01% | 901 |
|
|
2018
Q4 | $3K | Hold |
116
| – | – | ﹤0.01% | 882 |
|
|
2018
Q3 | $3K | Hold |
116
| – | – | ﹤0.01% | 906 |
|
|
2018
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 924 |
|
|
2018
Q1 | $3K | Hold |
116
| – | – | ﹤0.01% | 839 |
|
|
2017
Q4 | $3K | Hold |
116
| – | – | ﹤0.01% | 890 |
|
|
2017
Q3 | $4K | Hold |
116
| – | – | ﹤0.01% | 765 |
|
|
2017
Q2 | $4K | Hold |
116
| – | – | ﹤0.01% | 792 |
|
|
2017
Q1 | $4K | Hold |
116
| – | – | ﹤0.01% | 753 |
|
|
2016
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 809 |
|
|
2016
Q3 | $3K | Hold |
116
| – | – | ﹤0.01% | 848 |
|
|
2016
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 828 |
|
|
2016
Q1 | $3K | Buy |
+116
| New | +$2.36K | ﹤0.01% | 830 |
|
Other funds holding CPF
CRM