TWA
TCI Wealth Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-73
| Closed | -$14.8K | – | 1336 |
|
|
2023
Q1 | $14.8K | Buy |
73
+4
| +6% | +$810 | ﹤0.01% | 857 |
|
|
2022
Q4 | $14.9K | Hold |
69
| – | – | ﹤0.01% | 837 |
|
|
2022
Q3 | $15K | Buy |
69
+6
| +10% | +$1.3K | ﹤0.01% | 799 |
|
|
2022
Q2 | $12K | Buy |
63
+42
| +200% | +$8K | ﹤0.01% | 902 |
|
|
2022
Q1 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 1730 |
|
|
2019
Q3 | – | Sell |
-7
| Closed | -$1K | – | 1564 |
|
|
2019
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1233 |
|
|
2016
Q1 | – | Sell |
-151
| Closed | -$6K | – | 1376 |
|
|
2015
Q4 | $6K | Hold |
151
| – | – | ﹤0.01% | 680 |
|
|
2015
Q3 | $6K | Buy |
+151
| New | +$6K | ﹤0.01% | 599 |
|
|
2014
Q4 | – | Sell |
-79
| Closed | -$4K | – | 912 |
|
|
2014
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 612 |
|
|
2014
Q2 | $4K | Sell |
79
-41
| -34% | -$2.08K | ﹤0.01% | 642 |
|
|
2014
Q1 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 518 |
|