TWA
TCI Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-42
| Closed | -$2.82K | – | 814 |
|
2023
Q1 | $2.82K | Hold |
42
| – | – | ﹤0.01% | 1878 |
|
2022
Q4 | $2.71K | Hold |
42
| – | – | ﹤0.01% | 1899 |
|
2022
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 1759 |
|
2022
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 1781 |
|
2022
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 1868 |
|
2021
Q4 | $4K | Hold |
42
| – | – | ﹤0.01% | 1800 |
|
2021
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 1909 |
|
2021
Q2 | $3K | Sell |
42
-14
| -25% | -$1K | ﹤0.01% | 1716 |
|
2021
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 1339 |
|
2020
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 929 |
|
2020
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 919 |
|
2020
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 878 |
|
2020
Q1 | $3K | Sell |
56
-6
| -10% | -$321 | ﹤0.01% | 841 |
|
2019
Q4 | $4K | Buy |
62
+31
| +100% | +$2K | ﹤0.01% | 903 |
|
2019
Q3 | $4K | Sell |
31
-3
| -9% | -$387 | ﹤0.01% | 853 |
|
2019
Q2 | $4K | Sell |
34
-8
| -19% | -$941 | ﹤0.01% | 807 |
|
2019
Q1 | $5K | Hold |
42
| – | – | ﹤0.01% | 775 |
|
2018
Q4 | $4K | Sell |
42
-4
| -9% | -$381 | ﹤0.01% | 806 |
|
2018
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 828 |
|
2018
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 834 |
|
2018
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 772 |
|
2017
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 824 |
|
2017
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 769 |
|
2017
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 801 |
|
2017
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 757 |
|
2016
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 902 |
|
2016
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 771 |
|
2016
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 761 |
|
2016
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 834 |
|
2015
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 787 |
|
2015
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 717 |
|
2015
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 790 |
|
2015
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 656 |
|
2014
Q4 | $2K | Buy |
46
+2
| +5% | +$87 | ﹤0.01% | 722 |
|
2014
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 725 |
|
2014
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 747 |
|
2014
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 706 |
|
2013
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 703 |
|
2013
Q3 | $2K | Buy |
44
+22
| +100% | +$1K | ﹤0.01% | 625 |
|
2013
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 572 |
|