TWA
FDI
TCI Wealth Advisors’s FORT DEARBORN INCOME SECS FDI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-625
| Closed | -$9K | – | 1466 |
|
2016
Q1 | $9K | Hold |
625
| – | – | 0.01% | 620 |
|
2015
Q4 | $9K | Buy |
+625
| New | +$9K | 0.01% | 623 |
|
2015
Q3 | – | Sell |
-625
| Closed | -$9K | – | 1055 |
|
2015
Q2 | $9K | Hold |
625
| – | – | 0.01% | 548 |
|
2015
Q1 | $9K | Hold |
625
| – | – | 0.01% | 480 |
|
2014
Q4 | $9K | Hold |
625
| – | – | 0.01% | 474 |
|
2014
Q3 | $9K | Hold |
625
| – | – | 0.01% | 471 |
|
2014
Q2 | $9K | Hold |
625
| – | – | 0.01% | 489 |
|
2014
Q1 | $9K | Hold |
625
| – | – | 0.01% | 448 |
|
2013
Q4 | $9K | Hold |
625
| – | – | 0.01% | 448 |
|
2013
Q3 | $9K | Hold |
625
| – | – | 0.01% | 398 |
|
2013
Q2 | $9K | Buy |
+625
| New | +$9K | 0.01% | 390 |
|