TWA
TCI Wealth Advisors’s NewMarket NEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4
| Closed | -$1.46K | – | 1488 |
|
|
2023
Q1 | $1.46K | Hold |
4
| – | – | ﹤0.01% | 2040 |
|
|
2022
Q4 | $1.24K | Buy |
4
+3
| +300% | +$933 | ﹤0.01% | 2080 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2478 |
|
|
2021
Q3 | – | Sell |
-20
| Closed | -$6K | – | 2488 |
|
|
2021
Q2 | $6K | Buy |
20
+19
| +1,900% | +$5.7K | ﹤0.01% | 1318 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2188 |
|
|
2020
Q4 | – | Sell |
-5
| Closed | -$2K | – | 1586 |
|
|
2020
Q3 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 1123 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 1589 |
|
|
2020
Q1 | $0 | Sell |
1
-19
| -95% | – | ﹤0.01% | 1649 |
|
|
2019
Q4 | $10K | Buy |
20
+12
| +150% | +$6K | ﹤0.01% | 702 |
|
|
2019
Q3 | $4K | Hold |
8
| – | – | ﹤0.01% | 872 |
|
|
2019
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 907 |
|
|
2019
Q1 | $3K | Hold |
8
| – | – | ﹤0.01% | 918 |
|
|
2018
Q4 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 896 |
|
|
2016
Q4 | – | Sell |
-7
| Closed | -$3K | – | 1424 |
|
|
2016
Q3 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 877 |
|