TWA

TCI Wealth Advisors’s Old Republic International ORI Stock Holding History

TCI Wealth Advisors’s Portfolio ORI Stock Details ORI Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,472	Closed	-$36.8K	–	1595
2023 Q1	$36.8K	Buy	1,472 +7	+0.5%	+$175	﹤0.01%	506
2022 Q4	$35.4K	Buy	1,465 +210	+17%	+$5.07K	﹤0.01%	498
2022 Q3	$26K	Buy	1,255 +853	+212%	+$17.7K	﹤0.01%	557
2022 Q2	$9K	Sell	402 -672	-63%	-$15K	﹤0.01%	1089
2022 Q1	$28K	Buy	1,074 +660	+159%	+$17.2K	﹤0.01%	559
2021 Q4	$10K	Sell	414 -25	-6%	-$604	﹤0.01%	1184
2021 Q3	$10K	Buy	439 +5	+1%	+$114	﹤0.01%	1098
2021 Q2	$11K	Hold	434	–	–	﹤0.01%	900
2021 Q1	$9K	Hold	434	–	–	﹤0.01%	912
2020 Q4	$9K	Buy	434 +248	+133%	+$5.14K	﹤0.01%	658
2020 Q3	$3K	Buy	186 +53	+40%	+$855	﹤0.01%	965
2020 Q2	$2K	Sell	133 -180	-58%	-$2.71K	﹤0.01%	1081
2020 Q1	$5K	Buy	313 +191	+157%	+$3.05K	﹤0.01%	713
2019 Q4	$3K	Hold	122	–	–	﹤0.01%	1033
2019 Q3	$3K	Hold	122	–	–	﹤0.01%	969
2019 Q2	$3K	Sell	122 -28	-19%	-$689	﹤0.01%	914
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	922
2018 Q4	$3K	Sell	150 -25	-14%	-$500	﹤0.01%	900
2018 Q3	$4K	Sell	175 -52	-23%	-$1.19K	﹤0.01%	844
2018 Q2	$5K	Buy	227 +77	+51%	+$1.7K	﹤0.01%	786
2018 Q1	$3K	Hold	150	–	–	﹤0.01%	867
2017 Q4	$3K	Hold	150	–	–	﹤0.01%	923
2017 Q3	$3K	Hold	150	–	–	﹤0.01%	862
2017 Q2	$3K	Hold	150	–	–	﹤0.01%	899
2017 Q1	$3K	Hold	150	–	–	﹤0.01%	854
2016 Q4	$3K	Hold	150	–	–	﹤0.01%	925
2016 Q3	$3K	Hold	150	–	–	﹤0.01%	884
2016 Q2	$3K	Hold	150	–	–	﹤0.01%	851
2016 Q1	$3K	Hold	150	–	–	﹤0.01%	856
2015 Q4	$3K	Hold	150	–	–	﹤0.01%	807
2015 Q3	$2K	Hold	150	–	–	﹤0.01%	807
2015 Q2	$2K	Hold	150	–	–	﹤0.01%	814
2015 Q1	$2K	Buy	150 +54	+56%	+$720	﹤0.01%	743
2014 Q4	$1K	Sell	96 -23	-19%	-$240	﹤0.01%	821
2014 Q3	$2K	Hold	119	–	–	﹤0.01%	746
2014 Q2	$2K	Buy	119 +23	+24%	+$387	﹤0.01%	769
2014 Q1	$2K	Hold	96	–	–	﹤0.01%	730
2013 Q4	$2K	Hold	96	–	–	﹤0.01%	721
2013 Q3	$1K	Hold	96	–	–	﹤0.01%	712
2013 Q2	$1K	Buy	+96	New	+$1K	﹤0.01%	663