TWA
TCI Wealth Advisors’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$83 | – | 1126 |
|
|
2023
Q1 | $83 | Hold |
1
| – | – | ﹤0.01% | 2409 |
|
|
2022
Q4 | $72 | Sell |
1
-1
| -50% | -$72 | ﹤0.01% | 2417 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2399 |
|
|
2019
Q2 | – | Sell |
-15
| Closed | -$1K | – | 1473 |
|
|
2019
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1225 |
|
|
2018
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1216 |
|
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1222 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1302 |
|
|
2018
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1149 |
|
|
2016
Q4 | – | Sell |
-49
| Closed | -$2K | – | 1405 |
|
|
2016
Q3 | $2K | Buy |
49
+22
| +81% | +$898 | ﹤0.01% | 974 |
|
|
2016
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1073 |
|
|
2016
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1086 |
|