TWA
TCI Wealth Advisors’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-56
| Closed | -$4.41K | – | 1415 |
|
|
2023
Q1 | $4.41K | Hold |
56
| – | – | ﹤0.01% | 1612 |
|
|
2022
Q4 | $4.11K | Sell |
56
-186
| -77% | -$13.6K | ﹤0.01% | 1657 |
|
|
2022
Q3 | $14K | Buy |
242
+57
| +31% | +$3.3K | ﹤0.01% | 832 |
|
|
2022
Q2 | $12K | Sell |
185
-62
| -25% | -$4.02K | ﹤0.01% | 906 |
|
|
2022
Q1 | $19K | Buy |
247
+142
| +135% | +$10.9K | ﹤0.01% | 720 |
|
|
2021
Q4 | $8K | Hold |
105
| – | – | ﹤0.01% | 1341 |
|
|
2021
Q3 | $9K | Hold |
105
| – | – | ﹤0.01% | 1165 |
|
|
2021
Q2 | $9K | Hold |
105
| – | – | ﹤0.01% | 1031 |
|
|
2021
Q1 | $9K | Buy |
+105
| New | +$9K | ﹤0.01% | 902 |
|
|
2020
Q1 | – | Sell |
-49
| Closed | -$4K | – | 1644 |
|
|
2019
Q4 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 926 |
|