TWA
TCI Wealth Advisors’s Cemex CX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-11,118
| Closed | -$71K | – | 244 |
|
2024
Q2 | $71K | Hold |
11,118
| – | – | 0.01% | 218 |
|
2024
Q1 | $100K | Hold |
11,118
| – | – | 0.01% | 213 |
|
2023
Q4 | $86.2K | Sell |
11,118
-11,119
| -50% | -$86.2K | 0.01% | 204 |
|
2023
Q3 | $145K | Hold |
22,237
| – | – | 0.02% | 189 |
|
2023
Q2 | $157K | Hold |
22,237
| – | – | 0.02% | 192 |
|
2023
Q1 | $123K | Hold |
22,237
| – | – | 0.02% | 245 |
|
2022
Q4 | $90.1K | Hold |
22,237
| – | – | 0.01% | 283 |
|
2022
Q3 | $76K | Hold |
22,237
| – | – | 0.01% | 285 |
|
2022
Q2 | $87K | Hold |
22,237
| – | – | 0.01% | 265 |
|
2022
Q1 | $118K | Buy |
+22,237
| New | +$118K | 0.02% | 234 |
|
2018
Q4 | – | Sell |
-79
| Closed | -$1K | – | 1464 |
|
2018
Q3 | $1K | Sell |
79
-158
| -67% | -$2K | ﹤0.01% | 1177 |
|
2018
Q2 | $2K | Buy |
+237
| New | +$2K | ﹤0.01% | 1053 |
|
2017
Q4 | – | Sell |
-11
| Closed | – | – | 1379 |
|
2017
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1327 |
|
2014
Q4 | – | Sell |
-4,326
| Closed | -$56K | – | 894 |
|
2014
Q3 | $56K | Hold |
4,326
| – | – | 0.04% | 228 |
|
2014
Q2 | $57K | Buy |
+4,326
| New | +$57K | 0.03% | 237 |
|