TWA
TCI Wealth Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$3.32K | – | 908 |
|
|
2023
Q1 | $3.32K | Sell |
8
-1
| -11% | -$415 | ﹤0.01% | 1796 |
|
|
2022
Q4 | $3.61K | Sell |
9
-10
| -53% | -$4.01K | ﹤0.01% | 1746 |
|
|
2022
Q3 | $8K | Buy |
19
+16
| +533% | +$6.74K | ﹤0.01% | 1147 |
|
|
2022
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 2131 |
|
|
2016
Q4 | – | Sell |
-21
| Closed | -$3K | – | 1388 |
|
|
2016
Q3 | $3K | Sell |
21
-10
| -32% | -$1.43K | ﹤0.01% | 855 |
|
|
2016
Q2 | $5K | Buy |
31
+6
| +24% | +$968 | ﹤0.01% | 715 |
|
|
2016
Q1 | $4K | Sell |
25
-5
| -17% | -$800 | ﹤0.01% | 765 |
|
|
2015
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 709 |
|
|
2015
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 625 |
|
|
2015
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 641 |
|
|
2015
Q1 | $5K | Sell |
30
-3
| -9% | -$500 | ﹤0.01% | 566 |
|
|
2014
Q4 | $5K | Hold |
33
| – | – | ﹤0.01% | 554 |
|
|
2014
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 606 |
|
|
2014
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 635 |
|
|
2014
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 596 |
|
|
2013
Q4 | $4K | Hold |
33
| – | – | ﹤0.01% | 587 |
|
|
2013
Q3 | $0 | Buy |
+33
| New | – | ﹤0.01% | 801 |
|