TWA
TCI Wealth Advisors’s Onto Innovation ONTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-91
| Closed | -$8K | – | 1585 |
|
|
2023
Q1 | $8K | Sell |
91
-52
| -36% | -$4.57K | ﹤0.01% | 1222 |
|
|
2022
Q4 | $9.74K | Hold |
143
| – | – | ﹤0.01% | 1088 |
|
|
2022
Q3 | $9K | Sell |
143
-29
| -17% | -$1.83K | ﹤0.01% | 1086 |
|
|
2022
Q2 | $12K | Sell |
172
-67
| -28% | -$4.67K | ﹤0.01% | 910 |
|
|
2022
Q1 | $20K | Buy |
239
+67
| +39% | +$5.61K | ﹤0.01% | 700 |
|
|
2021
Q4 | $17K | Buy |
172
+32
| +23% | +$3.16K | ﹤0.01% | 793 |
|
|
2021
Q3 | $10K | Hold |
140
| – | – | ﹤0.01% | 1097 |
|
|
2021
Q2 | $10K | Buy |
140
+62
| +79% | +$4.43K | ﹤0.01% | 955 |
|
|
2021
Q1 | $5K | Buy |
78
+40
| +105% | +$2.56K | ﹤0.01% | 1272 |
|
|
2020
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 1366 |
|
|
2020
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 1295 |
|
|
2020
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 1297 |
|
|
2019
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1394 |
|
|
2018
Q1 | – | Sell |
-26
| Closed | -$1K | – | 1413 |
|
|
2017
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1239 |
|