TWA
TCI Wealth Advisors’s LivePerson LPSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,061
| Closed | -$10K | – | 2592 |
|
|
2022
Q3 | $10K | Buy |
+1,061
| New | +$10K | ﹤0.01% | 1021 |
|
|
2022
Q2 | – | Sell |
-56
| Closed | -$1K | – | 2418 |
|
|
2022
Q1 | $1K | Sell |
56
-57
| -50% | -$1.02K | ﹤0.01% | 2118 |
|
|
2021
Q4 | $4K | Sell |
113
-120
| -52% | -$4.25K | ﹤0.01% | 1847 |
|
|
2021
Q3 | $14K | Hold |
233
| – | – | ﹤0.01% | 860 |
|
|
2021
Q2 | $15K | Buy |
233
+120
| +106% | +$7.73K | ﹤0.01% | 702 |
|
|
2021
Q1 | $6K | Hold |
113
| – | – | ﹤0.01% | 1138 |
|
|
2020
Q4 | $7K | Hold |
113
| – | – | ﹤0.01% | 729 |
|
|
2020
Q3 | $6K | Hold |
113
| – | – | ﹤0.01% | 701 |
|
|
2020
Q2 | $5K | Hold |
113
| – | – | ﹤0.01% | 736 |
|
|
2020
Q1 | $3K | Hold |
113
| – | – | ﹤0.01% | 878 |
|
|
2019
Q4 | $4K | Hold |
113
| – | – | ﹤0.01% | 925 |
|
|
2019
Q3 | $4K | Hold |
113
| – | – | ﹤0.01% | 868 |
|
|
2019
Q2 | $3K | Hold |
113
| – | – | ﹤0.01% | 901 |
|
|
2019
Q1 | $3K | Hold |
113
| – | – | ﹤0.01% | 914 |
|
|
2018
Q4 | $2K | Buy |
113
+29
| +35% | +$513 | ﹤0.01% | 1005 |
|
|
2018
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 1035 |
|
|
2018
Q2 | $2K | Buy |
84
+28
| +50% | +$667 | ﹤0.01% | 1097 |
|
|
2018
Q1 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 1173 |
|