TWA
EDE
TCI Wealth Advisors’s Empire District Electric EDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-13,248
| Closed | -$452K | – | 1484 |
|
|
2016
Q4 | $452K | Sell |
13,248
-223
| -2% | -$7.61K | 0.24% | 74 |
|
|
2016
Q3 | $460K | Hold |
13,471
| – | – | 0.25% | 73 |
|
|
2016
Q2 | $458K | Hold |
13,471
| – | – | 0.25% | 74 |
|
|
2016
Q1 | $445K | Buy |
13,471
+3,108
| +30% | +$103K | 0.25% | 76 |
|
|
2015
Q4 | $291K | Hold |
10,363
| – | – | 0.16% | 105 |
|
|
2015
Q3 | $228K | Buy |
10,363
+200
| +2% | +$4.4K | 0.14% | 118 |
|
|
2015
Q2 | $222K | Buy |
+10,163
| New | +$222K | 0.13% | 122 |
|