TWA
TCI Wealth Advisors’s Kennametal KMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-271
| Closed | -$7.48K | – | 1266 |
|
2023
Q1 | $7.48K | Hold |
271
| – | – | ﹤0.01% | 1261 |
|
2022
Q4 | $6.52K | Hold |
271
| – | – | ﹤0.01% | 1356 |
|
2022
Q3 | $6K | Buy |
271
+123
| +83% | +$2.72K | ﹤0.01% | 1349 |
|
2022
Q2 | $3K | Hold |
148
| – | – | ﹤0.01% | 1820 |
|
2022
Q1 | $4K | Sell |
148
-222
| -60% | -$6K | ﹤0.01% | 1722 |
|
2021
Q4 | $13K | Hold |
370
| – | – | ﹤0.01% | 972 |
|
2021
Q3 | $13K | Buy |
370
+222
| +150% | +$7.8K | ﹤0.01% | 904 |
|
2021
Q2 | $5K | Sell |
148
-52
| -26% | -$1.76K | ﹤0.01% | 1436 |
|
2021
Q1 | $8K | Buy |
200
+52
| +35% | +$2.08K | ﹤0.01% | 971 |
|
2020
Q4 | $5K | Hold |
148
| – | – | ﹤0.01% | 857 |
|
2020
Q3 | $4K | Hold |
148
| – | – | ﹤0.01% | 840 |
|
2020
Q2 | $4K | Hold |
148
| – | – | ﹤0.01% | 804 |
|
2020
Q1 | $3K | Hold |
148
| – | – | ﹤0.01% | 874 |
|
2019
Q4 | $5K | Hold |
148
| – | – | ﹤0.01% | 849 |
|
2019
Q3 | $5K | Hold |
148
| – | – | ﹤0.01% | 807 |
|
2019
Q2 | $5K | Hold |
148
| – | – | ﹤0.01% | 768 |
|
2019
Q1 | $5K | Hold |
148
| – | – | ﹤0.01% | 789 |
|
2018
Q4 | $5K | Hold |
148
| – | – | ﹤0.01% | 760 |
|
2018
Q3 | $6K | Hold |
148
| – | – | ﹤0.01% | 741 |
|
2018
Q2 | $5K | Hold |
148
| – | – | ﹤0.01% | 779 |
|
2018
Q1 | $6K | Hold |
148
| – | – | ﹤0.01% | 702 |
|
2017
Q4 | $7K | Hold |
148
| – | – | ﹤0.01% | 707 |
|
2017
Q3 | $6K | Hold |
148
| – | – | ﹤0.01% | 698 |
|
2017
Q2 | $6K | Hold |
148
| – | – | ﹤0.01% | 712 |
|
2017
Q1 | $6K | Hold |
148
| – | – | ﹤0.01% | 684 |
|
2016
Q4 | $5K | Hold |
148
| – | – | ﹤0.01% | 775 |
|
2016
Q3 | $4K | Hold |
148
| – | – | ﹤0.01% | 782 |
|
2016
Q2 | $3K | Hold |
148
| – | – | ﹤0.01% | 839 |
|
2016
Q1 | $3K | Buy |
+148
| New | +$3K | ﹤0.01% | 846 |
|
2015
Q1 | – | Sell |
-55
| Closed | -$2K | – | 918 |
|
2014
Q4 | $2K | Buy |
55
+14
| +34% | +$509 | ﹤0.01% | 734 |
|
2014
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 739 |
|
2014
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 759 |
|
2014
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 720 |
|
2013
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 717 |
|
2013
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 637 |
|
2013
Q2 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 588 |
|