TWA
TCI Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-175
| Closed | -$12.9K | – | 1416 |
|
|
2023
Q1 | $12.9K | Sell |
175
-1
| -0.6% | -$74 | ﹤0.01% | 928 |
|
|
2022
Q4 | $12.4K | Buy |
176
+99
| +129% | +$6.99K | ﹤0.01% | 928 |
|
|
2022
Q3 | $4K | Buy |
77
+2
| +3% | +$104 | ﹤0.01% | 1636 |
|
|
2022
Q2 | $4K | Sell |
75
-79
| -51% | -$4.21K | ﹤0.01% | 1653 |
|
|
2022
Q1 | $10K | Sell |
154
-58
| -27% | -$3.77K | ﹤0.01% | 1104 |
|
|
2021
Q4 | $13K | Buy |
212
+50
| +31% | +$3.07K | ﹤0.01% | 977 |
|
|
2021
Q3 | $12K | Hold |
162
| – | – | ﹤0.01% | 972 |
|
|
2021
Q2 | $10K | Buy |
162
+14
| +9% | +$864 | ﹤0.01% | 949 |
|
|
2021
Q1 | $9K | Buy |
148
+60
| +68% | +$3.65K | ﹤0.01% | 903 |
|
|
2020
Q4 | $5K | Buy |
88
+13
| +17% | +$739 | ﹤0.01% | 865 |
|
|
2020
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 956 |
|
|
2020
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 914 |
|
|
2020
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 1029 |
|
|
2019
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 1163 |
|
|
2019
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q2 | $4K | Sell |
75
-7
| -9% | -$373 | ﹤0.01% | 822 |
|
|
2019
Q1 | $5K | Hold |
82
| – | – | ﹤0.01% | 791 |
|
|
2018
Q4 | $5K | Hold |
82
| – | – | ﹤0.01% | 762 |
|
|
2018
Q3 | $5K | Hold |
82
| – | – | ﹤0.01% | 788 |
|
|
2018
Q2 | $4K | Buy |
82
+7
| +9% | +$341 | ﹤0.01% | 859 |
|
|
2018
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 864 |
|
|
2017
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 920 |
|
|
2017
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 857 |
|
|
2017
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 891 |
|
|
2017
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 956 |
|
|
2016
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 1028 |
|
|
2016
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 986 |
|
|
2016
Q2 | $1K | Hold |
75
| – | – | ﹤0.01% | 1104 |
|
|
2016
Q1 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 1113 |
|