TWA
TCI Wealth Advisors’s CorMedix CRMD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-100
| Closed | -$414 | – | 657 |
|
2023
Q1 | $414 | Hold |
100
| – | – | ﹤0.01% | 2252 |
|
2022
Q4 | $422 | Hold |
100
| – | – | ﹤0.01% | 2246 |
|
2022
Q3 | $0 | Sell |
100
-100
| -50% | – | ﹤0.01% | 2304 |
|
2022
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 2108 |
|
2022
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 2081 |
|
2021
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 2173 |
|
2021
Q3 | $1K | Sell |
200
-150
| -43% | -$750 | ﹤0.01% | 2228 |
|
2021
Q2 | $2K | Sell |
350
-550
| -61% | -$3.14K | ﹤0.01% | 1955 |
|
2021
Q1 | $9K | Sell |
900
-400
| -31% | -$4K | ﹤0.01% | 875 |
|
2020
Q4 | $10K | Sell |
1,300
-5
| -0.4% | -$38 | ﹤0.01% | 621 |
|
2020
Q3 | $8K | Sell |
1,305
-100
| -7% | -$613 | ﹤0.01% | 607 |
|
2020
Q2 | $9K | Hold |
1,405
| – | – | ﹤0.01% | 582 |
|
2020
Q1 | $5K | Hold |
1,405
| – | – | ﹤0.01% | 692 |
|
2019
Q4 | $10K | Hold |
1,405
| – | – | ﹤0.01% | 695 |
|
2019
Q3 | $9K | Sell |
1,405
-455
| -24% | -$2.92K | ﹤0.01% | 658 |
|
2019
Q2 | $17K | Sell |
1,860
-45
| -2% | -$411 | 0.01% | 496 |
|
2019
Q1 | $18K | Sell |
1,905
-4,995
| -72% | -$47.2K | 0.01% | 509 |
|
2018
Q4 | $9K | Buy |
6,900
+1,900
| +38% | +$2.48K | ﹤0.01% | 635 |
|
2018
Q3 | $5K | Buy |
5,000
+3,500
| +233% | +$3.5K | ﹤0.01% | 770 |
|
2018
Q2 | $0 | Hold |
1,500
| – | – | ﹤0.01% | 1515 |
|
2018
Q1 | $0 | Sell |
1,500
-1,400
| -48% | – | ﹤0.01% | 1357 |
|
2017
Q4 | $1K | Sell |
2,900
-400
| -12% | -$138 | ﹤0.01% | 1162 |
|
2017
Q3 | $2K | Sell |
3,300
-2,000
| -38% | -$1.21K | ﹤0.01% | 941 |
|
2017
Q2 | $2K | Sell |
5,300
-650
| -11% | -$245 | ﹤0.01% | 972 |
|
2017
Q1 | $10K | Buy |
5,950
+500
| +9% | +$840 | 0.01% | 577 |
|
2016
Q4 | $8K | Hold |
5,450
| – | – | ﹤0.01% | 669 |
|
2016
Q3 | $14K | Hold |
5,450
| – | – | 0.01% | 498 |
|
2016
Q2 | $11K | Buy |
5,450
+500
| +10% | +$1.01K | 0.01% | 537 |
|
2016
Q1 | $13K | Hold |
4,950
| – | – | 0.01% | 516 |
|
2015
Q4 | $10K | Sell |
4,950
-100
| -2% | -$202 | 0.01% | 577 |
|
2015
Q3 | $10K | Buy |
5,050
+1,550
| +44% | +$3.07K | 0.01% | 506 |
|
2015
Q2 | $14K | Buy |
+3,500
| New | +$14K | 0.01% | 462 |
|