TWA
TCI Wealth Advisors’s Lear LEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-188
| Closed | -$26.2K | – | 1304 |
|
|
2023
Q1 | $26.2K | Hold |
188
| – | – | ﹤0.01% | 607 |
|
|
2022
Q4 | $23.3K | Buy |
188
+150
| +395% | +$18.6K | ﹤0.01% | 624 |
|
|
2022
Q3 | $5K | Buy |
38
+4
| +12% | +$526 | ﹤0.01% | 1478 |
|
|
2022
Q2 | $4K | Hold |
34
| – | – | ﹤0.01% | 1649 |
|
|
2022
Q1 | $5K | Sell |
34
-49
| -59% | -$7.21K | ﹤0.01% | 1566 |
|
|
2021
Q4 | $15K | Hold |
83
| – | – | ﹤0.01% | 872 |
|
|
2021
Q3 | $13K | Buy |
83
+23
| +38% | +$3.6K | ﹤0.01% | 905 |
|
|
2021
Q2 | $11K | Buy |
60
+27
| +82% | +$4.95K | ﹤0.01% | 892 |
|
|
2021
Q1 | $6K | Hold |
33
| – | – | ﹤0.01% | 1137 |
|
|
2020
Q4 | $5K | Hold |
33
| – | – | ﹤0.01% | 858 |
|
|
2020
Q3 | $4K | Buy |
33
+5
| +18% | +$606 | ﹤0.01% | 841 |
|
|
2020
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 904 |
|
|
2020
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 1018 |
|
|
2019
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 923 |
|
|
2019
Q3 | $3K | Sell |
28
-3
| -10% | -$321 | ﹤0.01% | 959 |
|
|
2019
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 821 |
|
|
2019
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 845 |
|
|
2018
Q4 | $4K | Buy |
31
+3
| +11% | +$387 | ﹤0.01% | 823 |
|
|
2018
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 841 |
|
|
2018
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 782 |
|
|
2018
Q1 | $5K | Sell |
28
-134
| -83% | -$23.9K | ﹤0.01% | 736 |
|
|
2017
Q4 | $29K | Buy |
162
+134
| +479% | +$24K | 0.01% | 424 |
|
|
2017
Q3 | $5K | Hold |
28
| – | – | ﹤0.01% | 733 |
|
|
2017
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 813 |
|
|
2017
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 770 |
|
|
2016
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 828 |
|
|
2016
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 867 |
|
|
2016
Q2 | $3K | Sell |
28
-125
| -82% | -$13.4K | ﹤0.01% | 841 |
|
|
2016
Q1 | $17K | Buy |
153
+125
| +446% | +$13.9K | 0.01% | 474 |
|
|
2015
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 800 |
|
|
2015
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 733 |
|
|
2015
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 739 |
|
|
2015
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 672 |
|
|
2014
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 664 |
|
|
2014
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 740 |
|
|
2014
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 693 |
|
|
2014
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 721 |
|