TWA
TCI Wealth Advisors’s Genworth Financial GNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,741
| Closed | -$13.8K | – | 1020 |
|
|
2023
Q1 | $13.8K | Buy |
2,741
+7
| +0.3% | +$35 | ﹤0.01% | 896 |
|
|
2022
Q4 | $14.5K | Buy |
2,734
+2
| +0.1% | +$11 | ﹤0.01% | 848 |
|
|
2022
Q3 | $10K | Buy |
2,732
+373
| +16% | +$1.37K | ﹤0.01% | 1006 |
|
|
2022
Q2 | $8K | Hold |
2,359
| – | – | ﹤0.01% | 1146 |
|
|
2022
Q1 | $9K | Buy |
2,359
+799
| +51% | +$3.05K | ﹤0.01% | 1155 |
|
|
2021
Q4 | $6K | Hold |
1,560
| – | – | ﹤0.01% | 1532 |
|
|
2021
Q3 | $6K | Sell |
1,560
-131
| -8% | -$504 | ﹤0.01% | 1445 |
|
|
2021
Q2 | $7K | Buy |
1,691
+729
| +76% | +$3.02K | ﹤0.01% | 1187 |
|
|
2021
Q1 | $3K | Buy |
+962
| New | +$3K | ﹤0.01% | 1504 |
|
|
2020
Q2 | – | Sell |
-372
| Closed | -$1K | – | 1522 |
|
|
2020
Q1 | $1K | Buy |
+372
| New | +$1K | ﹤0.01% | 1236 |
|
|
2019
Q1 | – | Sell |
-156
| Closed | -$1K | – | 1444 |
|
|
2018
Q4 | $1K | Buy |
+156
| New | +$1K | ﹤0.01% | 1199 |
|
|
2016
Q1 | – | Sell |
-1,007
| Closed | -$4K | – | 1355 |
|
|
2015
Q4 | $4K | Buy |
+1,007
| New | +$4K | ﹤0.01% | 744 |
|