TWA
TCI Wealth Advisors’s Liberty Energy LBRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,223
| Closed | -$15.7K | – | 1298 |
|
|
2023
Q1 | $15.7K | Hold |
1,223
| – | – | ﹤0.01% | 835 |
|
|
2022
Q4 | $19.6K | Hold |
1,223
| – | – | ﹤0.01% | 717 |
|
|
2022
Q3 | $16K | Buy |
1,223
+8
| +0.7% | +$105 | ﹤0.01% | 768 |
|
|
2022
Q2 | $16K | Hold |
1,215
| – | – | ﹤0.01% | 737 |
|
|
2022
Q1 | $18K | Hold |
1,215
| – | – | ﹤0.01% | 743 |
|
|
2021
Q4 | $12K | Buy |
+1,215
| New | +$12K | ﹤0.01% | 1035 |
|
|
2021
Q3 | – | Sell |
-181
| Closed | -$3K | – | 2469 |
|
|
2021
Q2 | $3K | Buy |
181
+51
| +39% | +$845 | ﹤0.01% | 1769 |
|
|
2021
Q1 | $1K | Buy |
+130
| New | +$1K | ﹤0.01% | 2067 |
|