TCI Wealth Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-43
| Closed | -$24.1K | – | 1442 |
|
|
2023
Q1 | $24.1K | Buy |
43
+1
| +2% | +$529 | ﹤0.01% | 637 |
|
|
2022
Q4 | $19.5K | Sell |
42
-3
| -7% | -$1.4K | ﹤0.01% | 719 |
|
|
2022
Q3 | $19K | Buy |
45
+1
| +2% | +$458 | ﹤0.01% | 679 |
|
|
2022
Q2 | $18K | Buy |
44
+2
| +5% | +$871 | ﹤0.01% | 687 |
|
|
2022
Q1 | $21K | Buy |
42
+24
| +133% | +$12.4K | ﹤0.01% | 680 |
|
|
2021
Q4 | $11K | Buy |
18
+3
| +20% | +$1.88K | ﹤0.01% | 1105 |
|
|
2021
Q3 | $9K | Buy |
15
+2
| +15% | +$1.22K | ﹤0.01% | 1181 |
|
|
2021
Q2 | $7K | Sell |
13
-1
| -7% | -$477 | ﹤0.01% | 1220 |
|
|
2021
Q1 | $6K | Buy |
14
+11
| +367% | +$4.62K | ﹤0.01% | 1160 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1.18K | ﹤0.01% | 1412 |
|
|
2020
Q2 | – | Sell |
-31
| Closed | -$9K | – | 1596 |
|
|
2020
Q1 | $9K | Sell |
31
-31
| -50% | -$8.78K | ﹤0.01% | 594 |
|
|
2019
Q4 | $16K | Buy |
62
+31
| +100% | +$7.56K | 0.01% | 601 |
|
|
2019
Q3 | $7K | Hold |
31
| – | – | ﹤0.01% | 731 |
|
|
2019
Q2 | $7K | Hold |
31
| – | – | ﹤0.01% | 698 |
|
|
2019
Q1 | $6K | Hold |
31
| – | – | ﹤0.01% | 745 |
|
|
2018
Q4 | $5K | Hold |
31
| – | – | ﹤0.01% | 771 |
|
|
2018
Q3 | $5K | Hold |
31
| – | – | ﹤0.01% | 799 |
|
|
2018
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 784 |
|
|
2018
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 741 |
|
|
2017
Q4 | $4K | Hold |
31
| – | – | ﹤0.01% | 840 |
|
|
2017
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 785 |
|
|
2017
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 892 |
|
|
2017
Q1 | $3K | Sell |
31
-1
| -3% | -$91 | ﹤0.01% | 849 |
|
|
2016
Q4 | $3K | Sell |
32
-24
| -43% | -$1.93K | ﹤0.01% | 919 |
|
|
2016
Q3 | $5K | Sell |
56
-68
| -55% | -$5.78K | ﹤0.01% | 738 |
|
|
2016
Q2 | $10K | Buy |
124
+33
| +36% | +$2.5K | 0.01% | 577 |
|
|
2016
Q1 | $7K | Hold |
91
| – | – | ﹤0.01% | 653 |
|
|
2015
Q4 | $7K | Hold |
91
| – | – | ﹤0.01% | 653 |
|
|
2015
Q3 | $5K | Buy |
91
+1
| +1% | +$63 | ﹤0.01% | 632 |
|
|
2015
Q2 | $6K | Hold |
90
| – | – | ﹤0.01% | 610 |
|
|
2015
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 542 |
|
|
2014
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 610 |
|
|
2014
Q3 | $4K | Buy |
90
+7
| +8% | +$324 | ﹤0.01% | 616 |
|
|
2014
Q2 | $4K | Buy |
83
+11
| +15% | +$474 | ﹤0.01% | 645 |
|
|
2014
Q1 | $3K | Buy |
72
+10
| +16% | +$436 | ﹤0.01% | 657 |
|
|
2013
Q4 | $3K | Buy |
62
+14
| +29% | +$589 | ﹤0.01% | 665 |
|
|
2013
Q3 | $0 | Buy |
+48
| New | +$1.79K | ﹤0.01% | 819 |
|
Other funds holding MSCI
