TCI Wealth Advisors’s Patrick Industries PATK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-221
| Closed | -$10.1K | – | 1618 |
|
|
2023
Q1 | $10.1K | Hold |
221
| – | – | ﹤0.01% | 1085 |
|
|
2022
Q4 | $8.91K | Buy |
221
+152
| +220% | +$5.29K | ﹤0.01% | 1145 |
|
|
2022
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 1966 |
|
|
2022
Q2 | $2K | Hold |
69
| – | – | ﹤0.01% | 2022 |
|
|
2022
Q1 | $3K | Sell |
69
-110
| -61% | -$5.07K | ﹤0.01% | 1901 |
|
|
2021
Q4 | $10K | Sell |
179
-19
| -10% | -$1.02K | ﹤0.01% | 1186 |
|
|
2021
Q3 | $11K | Buy |
198
+129
| +187% | +$6.91K | ﹤0.01% | 1048 |
|
|
2021
Q2 | $3K | Sell |
69
-56
| -45% | -$3.2K | ﹤0.01% | 1819 |
|
|
2021
Q1 | $7K | Buy |
125
+56
| +81% | +$2.93K | ﹤0.01% | 1074 |
|
|
2020
Q4 | $3K | Hold |
69
| – | – | ﹤0.01% | 1118 |
|
|
2020
Q3 | $3K | Hold |
69
| – | – | ﹤0.01% | 984 |
|
|
2020
Q2 | $3K | Buy |
+69
| New | +$2.09K | ﹤0.01% | 942 |
|
|
2020
Q1 | – | Sell |
-48
| Closed | -$2K | – | 1683 |
|
|
2019
Q4 | $2K | Buy |
+48
| New | +$1.56K | ﹤0.01% | 1177 |
|
|
2019
Q3 | – | Sell |
-20
| Closed | -$1K | – | 1595 |
|
|
2019
Q2 | $1K | Buy |
+20
| New | +$626 | ﹤0.01% | 1267 |
|
|
2018
Q4 | – | Sell |
-33
| Closed | -$1K | – | 1589 |
|
|
2018
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1289 |
|
|
2018
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1346 |
|
|
2018
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1194 |
|
|
2017
Q4 | $2K | Sell |
33
-1
| -3% | -$41 | ﹤0.01% | 1040 |
|
|
2017
Q3 | $1K | Buy |
34
+14
| +70% | +$462 | ﹤0.01% | 1173 |
|
|
2017
Q2 | $1K | Buy |
+20
| New | +$623 | ﹤0.01% | 1189 |
|
Other funds holding PATK
WA