TWA
TCI Wealth Advisors’s Manitowoc MTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-418
| Closed | -$7.14K | – | 1457 |
|
|
2023
Q1 | $7.14K | Hold |
418
| – | – | ﹤0.01% | 1291 |
|
|
2022
Q4 | $3.83K | Buy |
+418
| New | +$3.83K | ﹤0.01% | 1701 |
|
|
2022
Q3 | – | Sell |
-327
| Closed | -$3K | – | 2473 |
|
|
2022
Q2 | $3K | Buy |
+327
| New | +$3K | ﹤0.01% | 1842 |
|
|
2022
Q1 | – | Sell |
-196
| Closed | -$4K | – | 2370 |
|
|
2021
Q4 | $4K | Buy |
196
+63
| +47% | +$1.29K | ﹤0.01% | 1856 |
|
|
2021
Q3 | $3K | Buy |
133
+25
| +23% | +$564 | ﹤0.01% | 1955 |
|
|
2021
Q2 | $3K | Hold |
108
| – | – | ﹤0.01% | 1784 |
|
|
2021
Q1 | $2K | Buy |
+108
| New | +$2K | ﹤0.01% | 1797 |
|
|
2015
Q2 | – | Sell |
-700
| Closed | -$15K | – | 989 |
|
|
2015
Q1 | $15K | Hold |
700
| – | – | 0.01% | 394 |
|
|
2014
Q4 | $15K | Buy |
+700
| New | +$15K | 0.01% | 389 |
|