TCI Wealth Advisors’s Imperial Oil IMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-41
| Closed | -$2K | – | 2411 |
|
|
2022
Q2 | $2K | Buy |
+41
| New | +$2.1K | ﹤0.01% | 2002 |
|
|
2022
Q1 | – | Sell |
-30
| Closed | -$1K | – | 2324 |
|
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 2205 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2276 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 2219 |
|
|
2021
Q1 | $1K | Sell |
30
-4,911
| -99% | -$108K | ﹤0.01% | 2078 |
|
|
2020
Q4 | $94K | Hold |
4,941
| – | – | 0.04% | 236 |
|
|
2020
Q3 | $59K | Hold |
4,941
| – | – | 0.02% | 286 |
|
|
2020
Q2 | $80K | Hold |
4,941
| – | – | 0.03% | 238 |
|
|
2020
Q1 | $56K | Hold |
4,941
| – | – | 0.03% | 284 |
|
|
2019
Q4 | $131K | Hold |
4,941
| – | – | 0.05% | 221 |
|
|
2019
Q3 | $129K | Hold |
4,941
| – | – | 0.06% | 185 |
|
|
2019
Q2 | $137K | Hold |
4,941
| – | – | 0.06% | 177 |
|
|
2019
Q1 | $135K | Hold |
4,941
| – | – | 0.06% | 189 |
|
|
2018
Q4 | $125K | Hold |
4,941
| – | – | 0.06% | 188 |
|
|
2018
Q3 | $160K | Hold |
4,941
| – | – | 0.07% | 173 |
|
|
2018
Q2 | $164K | Hold |
4,941
| – | – | 0.07% | 163 |
|
|
2018
Q1 | $131K | Hold |
4,941
| – | – | 0.06% | 190 |
|
|
2017
Q4 | $154K | Hold |
4,941
| – | – | 0.07% | 183 |
|
|
2017
Q3 | $158K | Hold |
4,941
| – | – | 0.08% | 165 |
|
|
2017
Q2 | $144K | Hold |
4,941
| – | – | 0.07% | 169 |
|
|
2017
Q1 | $151K | Hold |
4,941
| – | – | 0.08% | 166 |
|
|
2016
Q4 | $172K | Hold |
4,941
| – | – | 0.09% | 150 |
|
|
2016
Q3 | $155K | Hold |
4,941
| – | – | 0.08% | 156 |
|
|
2016
Q2 | $156K | Hold |
4,941
| – | – | 0.09% | 147 |
|
|
2016
Q1 | $165K | Hold |
4,941
| – | – | 0.09% | 149 |
|
|
2015
Q4 | $161K | Sell |
4,941
-8,800
| -64% | -$285K | 0.09% | 154 |
|
|
2015
Q3 | $434K | Sell |
13,741
-1,289
| -9% | -$44.7K | 0.26% | 75 |
|
|
2015
Q2 | $580K | Hold |
15,030
| – | – | 0.33% | 66 |
|
|
2015
Q1 | $599K | Sell |
15,030
-2,600
| -15% | -$101K | 0.38% | 61 |
|
|
2014
Q4 | $759K | Hold |
17,630
| – | – | 0.47% | 50 |
|
|
2014
Q3 | $832K | Hold |
17,630
| – | – | 0.52% | 47 |
|
|
2014
Q2 | $928K | Hold |
17,630
| – | – | 0.56% | 43 |
|
|
2014
Q1 | $821K | Hold |
17,630
| – | – | 0.54% | 43 |
|
|
2013
Q4 | $780K | Hold |
17,630
| – | – | 0.49% | 44 |
|
|
2013
Q3 | $775K | Hold |
17,630
| – | – | 0.59% | 41 |
|
|
2013
Q2 | $674K | Buy |
+17,630
| New | +$689K | 0.51% | 47 |
|
Other funds holding IMO
TCI Wealth Advisors's IMO Position: Q3 2022 in Review
TCI Wealth Advisors sold out of Imperial Oil (IMO) in Q3 2022, closing a stake of 41 shares — an estimated $2K sold.
TCI Wealth Advisors first reported a position in IMO in Q2 2013 and held it in 36 quarters. The position peaked at $928K in Q2 2014. 251 funds tracked by Wall St. Rank hold IMO as of Q3 2022.
- TCI Wealth Advisors reported no remaining Imperial Oil position as of Q3 2022 after selling out during the quarter.
- TCI Wealth Advisors sold 41 Imperial Oil shares in Q3 2022, an estimated $2K.
- TCI Wealth Advisors first reported a position in Imperial Oil in Q2 2013 and held it in 36 quarters.
- TCI Wealth Advisors's Imperial Oil position peaked at $928K in Q2 2014.
- 251 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2022.
Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.