TWA
TCI Wealth Advisors’s Disc Medicine IRON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20
| Closed | -$424 | – | 1190 |
|
|
2023
Q1 | $424 | Hold |
20
| – | – | ﹤0.01% | 2245 |
|
|
2022
Q4 | $398 | Sell |
20
-180
| -90% | -$3.58K | ﹤0.01% | 2253 |
|
|
2022
Q3 | $0 | Hold |
200
| – | – | ﹤0.01% | 2415 |
|
|
2022
Q2 | $0 | Hold |
200
| – | – | ﹤0.01% | 2390 |
|
|
2022
Q1 | $0 | Buy |
+200
| New | – | ﹤0.01% | 2328 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$2K | – | 2400 |
|
|
2021
Q3 | $2K | Buy |
500
+100
| +25% | +$400 | ﹤0.01% | 2123 |
|
|
2021
Q2 | $3K | Buy |
400
+200
| +100% | +$1.5K | ﹤0.01% | 1754 |
|
|
2021
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 1517 |
|