TWA
TCI Wealth Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-173
| Closed | -$20.7K | – | 1450 |
|
|
2023
Q1 | $20.7K | Buy |
173
+119
| +220% | +$14.2K | ﹤0.01% | 686 |
|
|
2022
Q4 | $7.83K | Sell |
54
-7
| -11% | -$1.02K | ﹤0.01% | 1236 |
|
|
2022
Q3 | $11K | Sell |
61
-150
| -71% | -$27K | ﹤0.01% | 970 |
|
|
2022
Q2 | $34K | Buy |
211
+198
| +1,523% | +$31.9K | 0.01% | 474 |
|
|
2022
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 2002 |
|
|
2021
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 2099 |
|
|
2021
Q3 | $2K | Sell |
13
-58
| -82% | -$8.92K | ﹤0.01% | 2139 |
|
|
2021
Q2 | $10K | Buy |
71
+23
| +48% | +$3.24K | ﹤0.01% | 951 |
|
|
2021
Q1 | $7K | Buy |
48
+35
| +269% | +$5.1K | ﹤0.01% | 1049 |
|
|
2020
Q4 | $2K | Buy |
13
+4
| +44% | +$615 | ﹤0.01% | 1217 |
|
|
2020
Q3 | $1K | Sell |
9
-20
| -69% | -$2.22K | ﹤0.01% | 1353 |
|
|
2020
Q2 | $3K | Buy |
29
+16
| +123% | +$1.66K | ﹤0.01% | 918 |
|
|
2020
Q1 | $1K | Sell |
13
-153
| -92% | -$11.8K | ﹤0.01% | 1278 |
|
|
2019
Q4 | $28K | Buy |
166
+82
| +98% | +$13.8K | 0.01% | 490 |
|
|
2019
Q3 | $13K | Hold |
84
| – | – | 0.01% | 574 |
|
|
2019
Q2 | $14K | Sell |
84
-81
| -49% | -$13.5K | 0.01% | 544 |
|
|
2019
Q1 | $26K | Hold |
165
| – | – | 0.01% | 440 |
|
|
2018
Q4 | $24K | Sell |
165
-11
| -6% | -$1.6K | 0.01% | 433 |
|
|
2018
Q3 | $29K | Buy |
176
+3
| +2% | +$494 | 0.01% | 415 |
|
|
2018
Q2 | $29K | Hold |
173
| – | – | 0.01% | 412 |
|
|
2018
Q1 | $32K | Hold |
173
| – | – | 0.01% | 394 |
|
|
2017
Q4 | $30K | Hold |
173
| – | – | 0.01% | 417 |
|
|
2017
Q3 | $28K | Buy |
173
+8
| +5% | +$1.3K | 0.01% | 407 |
|
|
2017
Q2 | $27K | Buy |
165
+75
| +83% | +$12.3K | 0.01% | 408 |
|
|
2017
Q1 | $14K | Sell |
90
-1
| -1% | -$156 | 0.01% | 521 |
|
|
2016
Q4 | $14K | Hold |
91
| – | – | 0.01% | 558 |
|
|
2016
Q3 | $11K | Hold |
91
| – | – | 0.01% | 555 |
|
|
2016
Q2 | $11K | Hold |
91
| – | – | 0.01% | 551 |
|
|
2016
Q1 | $10K | Hold |
91
| – | – | 0.01% | 581 |
|
|
2015
Q4 | $11K | Hold |
91
| – | – | 0.01% | 560 |
|
|
2015
Q3 | $11K | Buy |
91
+4
| +5% | +$484 | 0.01% | 493 |
|
|
2015
Q2 | $11K | Buy |
87
+3
| +4% | +$379 | 0.01% | 513 |
|
|
2015
Q1 | $11K | Sell |
84
-3
| -3% | -$393 | 0.01% | 445 |
|
|
2014
Q4 | $11K | Buy |
87
+4
| +5% | +$506 | 0.01% | 436 |
|
|
2014
Q3 | $10K | Hold |
83
| – | – | 0.01% | 445 |
|
|
2014
Q2 | $10K | Hold |
83
| – | – | 0.01% | 457 |
|
|
2014
Q1 | $10K | Hold |
83
| – | – | 0.01% | 422 |
|
|
2013
Q4 | $10K | Hold |
83
| – | – | 0.01% | 426 |
|
|
2013
Q3 | $9K | Buy |
83
+70
| +538% | +$7.59K | 0.01% | 393 |
|
|
2013
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 659 |
|