TWA
TCI Wealth Advisors’s Openlane KAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-260
| Closed | -$3.56K | – | 1248 |
|
|
2023
Q1 | $3.56K | Buy |
260
+254
| +4,233% | +$3.48K | ﹤0.01% | 1753 |
|
|
2022
Q4 | $78 | Hold |
6
| – | – | ﹤0.01% | 2411 |
|
|
2022
Q3 | $0 | Sell |
6
-248
| -98% | – | ﹤0.01% | 2428 |
|
|
2022
Q2 | $4K | Hold |
254
| – | – | ﹤0.01% | 1645 |
|
|
2022
Q1 | $5K | Hold |
254
| – | – | ﹤0.01% | 1564 |
|
|
2021
Q4 | $4K | Sell |
254
-52
| -17% | -$819 | ﹤0.01% | 1841 |
|
|
2021
Q3 | $5K | Buy |
306
+182
| +147% | +$2.97K | ﹤0.01% | 1594 |
|
|
2021
Q2 | $2K | Buy |
124
+6
| +5% | +$97 | ﹤0.01% | 2014 |
|
|
2021
Q1 | $2K | Buy |
118
+78
| +195% | +$1.32K | ﹤0.01% | 1767 |
|
|
2020
Q4 | $1K | Buy |
40
+25
| +167% | +$625 | ﹤0.01% | 1374 |
|
|
2020
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1570 |
|
|
2020
Q2 | – | Sell |
-476
| Closed | -$6K | – | 1546 |
|
|
2020
Q1 | $6K | Buy |
476
+12
| +3% | +$151 | ﹤0.01% | 666 |
|
|
2019
Q4 | $10K | Buy |
464
+127
| +38% | +$2.74K | ﹤0.01% | 699 |
|
|
2019
Q3 | $8K | Buy |
337
+105
| +45% | +$2.49K | ﹤0.01% | 686 |
|
|
2019
Q2 | $6K | Hold |
232
| – | – | ﹤0.01% | 722 |
|
|
2019
Q1 | $12K | Sell |
232
-39
| -14% | -$2.02K | 0.01% | 588 |
|
|
2018
Q4 | $13K | Hold |
271
| – | – | 0.01% | 561 |
|
|
2018
Q3 | $16K | Hold |
271
| – | – | 0.01% | 539 |
|
|
2018
Q2 | $15K | Hold |
271
| – | – | 0.01% | 551 |
|
|
2018
Q1 | $15K | Hold |
271
| – | – | 0.01% | 539 |
|
|
2017
Q4 | $14K | Hold |
271
| – | – | 0.01% | 564 |
|
|
2017
Q3 | $13K | Hold |
271
| – | – | 0.01% | 545 |
|
|
2017
Q2 | $11K | Buy |
271
+23
| +9% | +$934 | 0.01% | 568 |
|
|
2017
Q1 | $11K | Sell |
248
-2
| -0.8% | -$89 | 0.01% | 562 |
|
|
2016
Q4 | $11K | Sell |
250
-27
| -10% | -$1.19K | 0.01% | 603 |
|
|
2016
Q3 | $12K | Hold |
277
| – | – | 0.01% | 535 |
|
|
2016
Q2 | $12K | Buy |
+277
| New | +$12K | 0.01% | 521 |
|
|
2016
Q1 | – | Sell |
-277
| Closed | -$10K | – | 1370 |
|
|
2015
Q4 | $10K | Hold |
277
| – | – | 0.01% | 582 |
|
|
2015
Q3 | $10K | Sell |
277
-3
| -1% | -$108 | 0.01% | 510 |
|
|
2015
Q2 | $10K | Hold |
280
| – | – | 0.01% | 523 |
|
|
2015
Q1 | $11K | Buy |
+280
| New | +$11K | 0.01% | 441 |
|
|
2014
Q3 | – | Sell |
-288
| Closed | -$9K | – | 897 |
|
|
2014
Q2 | $9K | Buy |
+288
| New | +$9K | 0.01% | 477 |
|