TWA

TCI Wealth Advisors’s IDEX IEX Stock Holding History

TCI Wealth Advisors’s Portfolio IEX Stock Details IEX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-44	Closed	-$10.2K	–	1145
2023 Q1	$10.2K	Hold	44	–	–	﹤0.01%	1082
2022 Q4	$10K	Hold	44	–	–	﹤0.01%	1064
2022 Q3	$9K	Buy	44 +4	+10%	+$818	﹤0.01%	1073
2022 Q2	$7K	Hold	40	–	–	﹤0.01%	1246
2022 Q1	$8K	Hold	40	–	–	﹤0.01%	1250
2021 Q4	$9K	Hold	40	–	–	﹤0.01%	1262
2021 Q3	$8K	Sell	40 -5	-11%	-$1K	﹤0.01%	1242
2021 Q2	$10K	Hold	45	–	–	﹤0.01%	946
2021 Q1	$9K	Buy	45 +21	+88%	+$4.2K	﹤0.01%	892
2020 Q4	$5K	Hold	24	–	–	﹤0.01%	850
2020 Q3	$4K	Hold	24	–	–	﹤0.01%	835
2020 Q2	$4K	Buy	24 +3	+14%	+$500	﹤0.01%	800
2020 Q1	$3K	Hold	21	–	–	﹤0.01%	864
2019 Q4	$4K	Sell	21 -8	-28%	-$1.52K	﹤0.01%	918
2019 Q3	$5K	Buy	29 +8	+38%	+$1.38K	﹤0.01%	802
2019 Q2	$4K	Hold	21	–	–	﹤0.01%	816
2019 Q1	$3K	Hold	21	–	–	﹤0.01%	907
2018 Q4	$3K	Hold	21	–	–	﹤0.01%	888
2018 Q3	$3K	Hold	21	–	–	﹤0.01%	913
2018 Q2	$3K	Hold	21	–	–	﹤0.01%	947
2018 Q1	$3K	Hold	21	–	–	﹤0.01%	849
2017 Q4	$3K	Hold	21	–	–	﹤0.01%	906
2017 Q3	$3K	Hold	21	–	–	﹤0.01%	849
2017 Q2	$2K	Hold	21	–	–	﹤0.01%	988
2017 Q1	$2K	Hold	21	–	–	﹤0.01%	940
2016 Q4	$2K	Hold	21	–	–	﹤0.01%	1014
2016 Q3	$2K	Hold	21	–	–	﹤0.01%	977
2016 Q2	$2K	Hold	21	–	–	﹤0.01%	939
2016 Q1	$2K	Hold	21	–	–	﹤0.01%	948
2015 Q4	$2K	Hold	21	–	–	﹤0.01%	867
2015 Q3	$1K	Hold	21	–	–	﹤0.01%	889
2015 Q2	$2K	Buy	+21	New	+$2K	﹤0.01%	799
2015 Q1	–	Sell	-21	Closed	-$2K	–	910
2014 Q4	$2K	Hold	21	–	–	﹤0.01%	730
2014 Q3	$2K	Hold	21	–	–	﹤0.01%	735
2014 Q2	$2K	Hold	21	–	–	﹤0.01%	755
2014 Q1	$2K	Hold	21	–	–	﹤0.01%	712
2013 Q4	$2K	Hold	21	–	–	﹤0.01%	711
2013 Q3	$1K	Hold	21	–	–	﹤0.01%	699
2013 Q2	$1K	Buy	+21	New	+$1K	﹤0.01%	655