TWA
TCI Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,755
| Closed | -$151K | – | 760 |
|
|
2023
Q1 | $151K | Buy |
2,755
+5
| +0.2% | +$274 | 0.02% | 219 |
|
|
2022
Q4 | $139K | Sell |
2,750
-303
| -10% | -$15.3K | 0.02% | 215 |
|
|
2022
Q3 | $134K | Sell |
3,053
-300
| -9% | -$13.2K | 0.02% | 205 |
|
|
2022
Q2 | $173K | Buy |
3,353
+69
| +2% | +$3.56K | 0.03% | 181 |
|
|
2022
Q1 | $209K | Buy |
3,284
+317
| +11% | +$20.2K | 0.03% | 170 |
|
|
2021
Q4 | $168K | Buy |
2,967
+56
| +2% | +$3.17K | 0.02% | 194 |
|
|
2021
Q3 | $168K | Sell |
2,911
-332
| -10% | -$19.2K | 0.03% | 193 |
|
|
2021
Q2 | $205K | Buy |
3,243
+48
| +2% | +$3.03K | 0.03% | 167 |
|
|
2021
Q1 | $204K | Buy |
3,195
+59
| +2% | +$3.77K | 0.09% | 147 |
|
|
2020
Q4 | $174K | Sell |
3,136
-1,024
| -25% | -$56.8K | 0.08% | 153 |
|
|
2020
Q3 | $196K | Sell |
4,160
-32
| -0.8% | -$1.51K | 0.08% | 144 |
|
|
2020
Q2 | $171K | Sell |
4,192
-201
| -5% | -$8.2K | 0.07% | 146 |
|
|
2020
Q1 | $128K | Buy |
4,393
+198
| +5% | +$5.77K | 0.06% | 173 |
|
|
2019
Q4 | $230K | Sell |
4,195
-15
| -0.4% | -$822 | 0.09% | 159 |
|
|
2019
Q3 | $201K | Buy |
+4,210
| New | +$201K | 0.09% | 143 |
|