TWA
TCI Wealth Advisors’s Helix Energy Solutions HLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,930
| Closed | -$14.9K | – | 1080 |
|
|
2023
Q1 | $14.9K | Hold |
1,930
| – | – | ﹤0.01% | 853 |
|
|
2022
Q4 | $14.2K | Buy |
1,930
+162
| +9% | +$1.2K | ﹤0.01% | 854 |
|
|
2022
Q3 | $7K | Buy |
1,768
+1,067
| +152% | +$4.23K | ﹤0.01% | 1254 |
|
|
2022
Q2 | $2K | Hold |
701
| – | – | ﹤0.01% | 1996 |
|
|
2022
Q1 | $3K | Hold |
701
| – | – | ﹤0.01% | 1880 |
|
|
2021
Q4 | $2K | Sell |
701
-2,069
| -75% | -$5.9K | ﹤0.01% | 2088 |
|
|
2021
Q3 | $11K | Buy |
2,770
+1,565
| +130% | +$6.22K | ﹤0.01% | 1019 |
|
|
2021
Q2 | $7K | Buy |
1,205
+163
| +16% | +$947 | ﹤0.01% | 1190 |
|
|
2021
Q1 | $5K | Buy |
1,042
+341
| +49% | +$1.64K | ﹤0.01% | 1241 |
|
|
2020
Q4 | $3K | Hold |
701
| – | – | ﹤0.01% | 1069 |
|
|
2020
Q3 | $2K | Hold |
701
| – | – | ﹤0.01% | 1099 |
|
|
2020
Q2 | $2K | Buy |
701
+601
| +601% | +$1.72K | ﹤0.01% | 1050 |
|
|
2020
Q1 | $0 | Sell |
100
-53
| -35% | – | ﹤0.01% | 1580 |
|
|
2019
Q4 | $1K | Hold |
153
| – | – | ﹤0.01% | 1343 |
|
|
2019
Q3 | $1K | Hold |
153
| – | – | ﹤0.01% | 1290 |
|
|
2019
Q2 | $1K | Buy |
153
+100
| +189% | +$654 | ﹤0.01% | 1206 |
|
|
2019
Q1 | $0 | Buy |
+53
| New | – | ﹤0.01% | 1451 |
|
|
2018
Q4 | – | Sell |
-199
| Closed | -$2K | – | 1509 |
|
|
2018
Q3 | $2K | Buy |
199
+44
| +28% | +$442 | ﹤0.01% | 1025 |
|
|
2018
Q2 | $1K | Hold |
155
| – | – | ﹤0.01% | 1298 |
|
|
2018
Q1 | $1K | Hold |
155
| – | – | ﹤0.01% | 1146 |
|
|
2017
Q4 | $1K | Hold |
155
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q3 | $1K | Buy |
+155
| New | +$1K | ﹤0.01% | 1121 |
|
|
2017
Q2 | – | Sell |
-205
| Closed | -$2K | – | 1361 |
|
|
2017
Q1 | $2K | Sell |
205
-589
| -74% | -$5.75K | ﹤0.01% | 937 |
|
|
2016
Q4 | $7K | Buy |
794
+690
| +663% | +$6.08K | ﹤0.01% | 702 |
|
|
2016
Q3 | $1K | Hold |
104
| – | – | ﹤0.01% | 1130 |
|
|
2016
Q2 | $1K | Buy |
+104
| New | +$1K | ﹤0.01% | 1070 |
|
|
2014
Q1 | – | Sell |
-432
| Closed | -$10K | – | 897 |
|
|
2013
Q4 | $10K | Hold |
432
| – | – | 0.01% | 421 |
|
|
2013
Q3 | $11K | Hold |
432
| – | – | 0.01% | 359 |
|
|
2013
Q2 | $10K | Buy |
+432
| New | +$10K | 0.01% | 372 |
|