TWA
TCI Wealth Advisors’s Prestige Consumer Healthcare PBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-385
| Closed | -$24.1K | – | 1627 |
|
|
2023
Q1 | $24.1K | Sell |
385
-5
| -1% | -$313 | ﹤0.01% | 636 |
|
|
2022
Q4 | $24.4K | Buy |
390
+29
| +8% | +$1.82K | ﹤0.01% | 607 |
|
|
2022
Q3 | $18K | Buy |
361
+212
| +142% | +$10.6K | ﹤0.01% | 709 |
|
|
2022
Q2 | $9K | Buy |
149
+25
| +20% | +$1.51K | ﹤0.01% | 1094 |
|
|
2022
Q1 | $6K | Buy |
124
+22
| +22% | +$1.07K | ﹤0.01% | 1447 |
|
|
2021
Q4 | $6K | Hold |
102
| – | – | ﹤0.01% | 1558 |
|
|
2021
Q3 | $6K | Buy |
102
+8
| +9% | +$471 | ﹤0.01% | 1474 |
|
|
2021
Q2 | $5K | Buy |
94
+31
| +49% | +$1.65K | ﹤0.01% | 1449 |
|
|
2021
Q1 | $3K | Buy |
63
+50
| +385% | +$2.38K | ﹤0.01% | 1543 |
|
|
2020
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 1602 |
|
|
2020
Q3 | $0 | Sell |
13
-20
| -61% | – | ﹤0.01% | 1608 |
|
|
2020
Q2 | $1K | Sell |
33
-23
| -41% | -$697 | ﹤0.01% | 1300 |
|
|
2020
Q1 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 1049 |
|
|
2018
Q4 | – | Sell |
-14
| Closed | -$1K | – | 1582 |
|
|
2018
Q3 | $1K | Sell |
14
-25
| -64% | -$1.79K | ﹤0.01% | 1277 |
|
|
2018
Q2 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1347 |
|
|
2016
Q4 | – | Sell |
-20
| Closed | -$1K | – | 1432 |
|
|
2016
Q3 | $1K | Buy |
20
+3
| +18% | +$150 | ﹤0.01% | 1184 |
|
|
2016
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1117 |
|
|
2016
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1127 |
|