TWA
TCI Wealth Advisors’s Cardiff Oncology CRDF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-100
| Closed | – | – | 2523 |
|
2022
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 2302 |
|
2022
Q2 | $0 | Buy |
+100
| New | – | ﹤0.01% | 2310 |
|
2021
Q4 | – | Sell |
-200
| Closed | -$1K | – | 2324 |
|
2021
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 2226 |
|
2021
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 2170 |
|
2021
Q1 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 1688 |
|
2018
Q2 | – | Sell |
-100
| Closed | – | – | 1514 |
|
2018
Q1 | $0 | Sell |
100
-200
| -67% | – | ﹤0.01% | 1356 |
|
2017
Q4 | $0 | Sell |
300
-400
| -57% | – | ﹤0.01% | 1376 |
|
2017
Q3 | $1K | Buy |
700
+400
| +133% | +$571 | ﹤0.01% | 1084 |
|
2017
Q2 | $0 | Sell |
300
-1,800
| -86% | – | ﹤0.01% | 1339 |
|
2017
Q1 | $2K | Buy |
2,100
+300
| +17% | +$286 | ﹤0.01% | 918 |
|
2016
Q4 | $4K | Sell |
1,800
-300
| -14% | -$667 | ﹤0.01% | 810 |
|
2016
Q3 | $9K | Hold |
2,100
| – | – | ﹤0.01% | 599 |
|
2016
Q2 | $10K | Hold |
2,100
| – | – | 0.01% | 565 |
|
2016
Q1 | $10K | Buy |
2,100
+400
| +24% | +$1.91K | 0.01% | 570 |
|
2015
Q4 | $9K | Buy |
1,700
+200
| +13% | +$1.06K | 0.01% | 599 |
|
2015
Q3 | $9K | Buy |
+1,500
| New | +$9K | 0.01% | 524 |
|