TWA
TCI Wealth Advisors’s Orion OEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-238
| Closed | -$6.21K | – | 1558 |
|
|
2023
Q1 | $6.21K | Hold |
238
| – | – | ﹤0.01% | 1380 |
|
|
2022
Q4 | $4.24K | Hold |
238
| – | – | ﹤0.01% | 1634 |
|
|
2022
Q3 | $3K | Hold |
238
| – | – | ﹤0.01% | 1806 |
|
|
2022
Q2 | $4K | Buy |
+238
| New | +$4K | ﹤0.01% | 1664 |
|
|
2022
Q1 | – | Sell |
-174
| Closed | -$3K | – | 2381 |
|
|
2021
Q4 | $3K | Hold |
174
| – | – | ﹤0.01% | 2017 |
|
|
2021
Q3 | $3K | Buy |
+174
| New | +$3K | ﹤0.01% | 1962 |
|