TWA
TCI Wealth Advisors’s Patrick Industries PATK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-147
| Closed | -$10.1K | – | 1618 |
|
2023
Q1 | $10.1K | Hold |
147
| – | – | ﹤0.01% | 1085 |
|
2022
Q4 | $8.91K | Buy |
147
+101
| +220% | +$6.12K | ﹤0.01% | 1145 |
|
2022
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 1966 |
|
2022
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 2021 |
|
2022
Q1 | $3K | Sell |
46
-73
| -61% | -$4.76K | ﹤0.01% | 1901 |
|
2021
Q4 | $10K | Sell |
119
-13
| -10% | -$1.09K | ﹤0.01% | 1186 |
|
2021
Q3 | $11K | Buy |
132
+86
| +187% | +$7.17K | ﹤0.01% | 1033 |
|
2021
Q2 | $3K | Sell |
46
-37
| -45% | -$2.41K | ﹤0.01% | 1801 |
|
2021
Q1 | $7K | Buy |
83
+37
| +80% | +$3.12K | ﹤0.01% | 1056 |
|
2020
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 1094 |
|
2020
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 967 |
|
2020
Q2 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 930 |
|
2020
Q1 | – | Sell |
-32
| Closed | -$2K | – | 1670 |
|
2019
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1173 |
|
2019
Q3 | – | Sell |
-13
| Closed | -$1K | – | 1589 |
|
2019
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1263 |
|
2018
Q4 | – | Sell |
-22
| Closed | -$1K | – | 1581 |
|
2018
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1276 |
|
2018
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1346 |
|
2018
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1191 |
|
2017
Q4 | $2K | Buy |
22
+7
| +47% | +$636 | ﹤0.01% | 1040 |
|
2017
Q3 | $1K | Buy |
15
+6
| +67% | +$400 | ﹤0.01% | 1172 |
|
2017
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1189 |
|