TWA
TCI Wealth Advisors’s Seres Therapeutics MCRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-544
| Closed | -$3.05K | – | 2594 |
|
|
2022
Q4 | $3.05K | Buy |
+544
| New | +$3.05K | ﹤0.01% | 1851 |
|
|
2022
Q2 | – | Sell |
-519
| Closed | -$4K | – | 2425 |
|
|
2022
Q1 | $4K | Sell |
519
-13
| -2% | -$100 | ﹤0.01% | 1734 |
|
|
2021
Q4 | $4K | Buy |
+532
| New | +$4K | ﹤0.01% | 1850 |
|
|
2021
Q3 | – | Sell |
-136
| Closed | -$3K | – | 2479 |
|
|
2021
Q2 | $3K | Buy |
136
+44
| +48% | +$971 | ﹤0.01% | 1777 |
|
|
2021
Q1 | $2K | Buy |
+92
| New | +$2K | ﹤0.01% | 1787 |
|