TWA
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TCI Wealth Advisors’s Korn Ferry KFY Stock Holding History

TCI Wealth Advisors’s Portfolio KFY Stock Details KFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-573
Closed -$29.6K – 1259
2023
Q1 		$29.6K Hold
573
– – ﹤0.01% 565
2022
Q4 		$29K Buy
573
+317
+124% +$16K ﹤0.01% 554
2022
Q3 		$12K Sell
256
-51
-17% -$2.39K ﹤0.01% 911
2022
Q2 		$18K Sell
307
-45
-13% -$2.64K ﹤0.01% 684
2022
Q1 		$22K Sell
352
-141
-29% -$8.81K ﹤0.01% 656
2021
Q4 		$37K Buy
493
+41
+9% +$3.08K 0.01% 479
2021
Q3 		$33K Buy
452
+100
+28% +$7.3K 0.01% 502
2021
Q2 		$26K Buy
352
+60
+21% +$4.43K ﹤0.01% 530
2021
Q1 		$18K Buy
292
+40
+16% +$2.47K 0.01% 588
2020
Q4 		$11K Hold
252
– – ﹤0.01% 601
2020
Q3 		$7K Hold
252
– – ﹤0.01% 658
2020
Q2 		$8K Hold
252
– – ﹤0.01% 614
2020
Q1 		$6K Hold
252
– – ﹤0.01% 667
2019
Q4 		$11K Hold
252
– – ﹤0.01% 684
2019
Q3 		$10K Hold
252
– – ﹤0.01% 642
2019
Q2 		$10K Hold
252
– – ﹤0.01% 621
2019
Q1 		$11K Hold
252
– – ﹤0.01% 609
2018
Q4 		$10K Hold
252
– – ﹤0.01% 621
2018
Q3 		$12K Hold
252
– – 0.01% 591
2018
Q2 		$16K Hold
252
– – 0.01% 531
2018
Q1 		$13K Hold
252
– – 0.01% 564
2017
Q4 		$10K Hold
252
– – ﹤0.01% 633
2017
Q3 		$10K Hold
252
– – ﹤0.01% 596
2017
Q2 		$9K Hold
252
– – ﹤0.01% 614
2017
Q1 		$8K Hold
252
– – ﹤0.01% 619
2016
Q4 		$7K Hold
252
– – ﹤0.01% 705
2016
Q3 		$5K Hold
252
– – ﹤0.01% 735
2016
Q2 		$5K Hold
252
– – ﹤0.01% 719
2016
Q1 		$7K Hold
252
– – ﹤0.01% 650
2015
Q4 		$8K Buy
+252
New +$8K ﹤0.01% 629