TWA
TCI Wealth Advisors’s OptimizeRx OPRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-127
| Closed | -$3K | – | 2492 |
|
|
2022
Q2 | $3K | Buy |
+127
| New | +$3K | ﹤0.01% | 1857 |
|
|
2022
Q1 | – | Sell |
-103
| Closed | -$6K | – | 2384 |
|
|
2021
Q4 | $6K | Buy |
103
+35
| +51% | +$2.04K | ﹤0.01% | 1557 |
|
|
2021
Q3 | $6K | Hold |
68
| – | – | ﹤0.01% | 1472 |
|
|
2021
Q2 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 1594 |
|
|
2020
Q1 | – | Sell |
-99
| Closed | -$1K | – | 1664 |
|
|
2019
Q4 | $1K | Buy |
+99
| New | +$1K | ﹤0.01% | 1395 |
|