TWA
TCI Wealth Advisors’s Kelly Services Class A KELYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-372
| Closed | -$6.17K | – | 1254 |
|
|
2023
Q1 | $6.17K | Hold |
372
| – | – | ﹤0.01% | 1385 |
|
|
2022
Q4 | $6.29K | Buy |
372
+243
| +188% | +$4.11K | ﹤0.01% | 1377 |
|
|
2022
Q3 | $2K | Sell |
129
-182
| -59% | -$2.82K | ﹤0.01% | 1948 |
|
|
2022
Q2 | $6K | Buy |
311
+182
| +141% | +$3.51K | ﹤0.01% | 1362 |
|
|
2022
Q1 | $3K | Hold |
129
| – | – | ﹤0.01% | 1886 |
|
|
2021
Q4 | $2K | Hold |
129
| – | – | ﹤0.01% | 2093 |
|
|
2021
Q3 | $2K | Hold |
129
| – | – | ﹤0.01% | 2130 |
|
|
2021
Q2 | $3K | Hold |
129
| – | – | ﹤0.01% | 1759 |
|
|
2021
Q1 | $3K | Hold |
129
| – | – | ﹤0.01% | 1523 |
|
|
2020
Q4 | $3K | Hold |
129
| – | – | ﹤0.01% | 1076 |
|
|
2020
Q3 | $2K | Hold |
129
| – | – | ﹤0.01% | 1108 |
|
|
2020
Q2 | $2K | Buy |
+129
| New | +$2K | ﹤0.01% | 1061 |
|
|
2020
Q1 | – | Sell |
-93
| Closed | -$2K | – | 1617 |
|
|
2019
Q4 | $2K | Buy |
93
+15
| +19% | +$323 | ﹤0.01% | 1153 |
|
|
2019
Q3 | $2K | Buy |
78
+38
| +95% | +$974 | ﹤0.01% | 1087 |
|
|
2019
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 1223 |
|
|
2019
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 1238 |
|
|
2018
Q4 | $1K | Sell |
40
-11
| -22% | -$275 | ﹤0.01% | 1233 |
|
|
2018
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 1239 |
|
|
2018
Q2 | $1K | Buy |
51
+11
| +28% | +$216 | ﹤0.01% | 1314 |
|
|
2018
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 1163 |
|
|
2017
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 1215 |
|
|
2017
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 1155 |
|
|
2017
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 1118 |
|
|
2016
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 1184 |
|
|
2016
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 1148 |
|
|
2016
Q2 | $1K | Buy |
40
+5
| +14% | +$125 | ﹤0.01% | 1088 |
|
|
2016
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1097 |
|