TWA
TCI Wealth Advisors’s PDF Solutions PDFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-248
| Closed | -$10.5K | – | 1635 |
|
|
2023
Q1 | $10.5K | Hold |
248
| – | – | ﹤0.01% | 1060 |
|
|
2022
Q4 | $7.07K | Hold |
248
| – | – | ﹤0.01% | 1304 |
|
|
2022
Q3 | $6K | Hold |
248
| – | – | ﹤0.01% | 1366 |
|
|
2022
Q2 | $5K | Buy |
248
+171
| +222% | +$3.45K | ﹤0.01% | 1515 |
|
|
2022
Q1 | $2K | Hold |
77
| – | – | ﹤0.01% | 2013 |
|
|
2021
Q4 | $2K | Hold |
77
| – | – | ﹤0.01% | 2106 |
|
|
2021
Q3 | $2K | Hold |
77
| – | – | ﹤0.01% | 2147 |
|
|
2021
Q2 | $1K | Hold |
77
| – | – | ﹤0.01% | 2220 |
|
|
2021
Q1 | $1K | Hold |
77
| – | – | ﹤0.01% | 2079 |
|
|
2020
Q4 | $2K | Hold |
77
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q3 | $1K | Hold |
77
| – | – | ﹤0.01% | 1371 |
|
|
2020
Q2 | $2K | Hold |
77
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q1 | $1K | Hold |
77
| – | – | ﹤0.01% | 1301 |
|
|
2019
Q4 | $1K | Hold |
77
| – | – | ﹤0.01% | 1399 |
|
|
2019
Q3 | $1K | Hold |
77
| – | – | ﹤0.01% | 1350 |
|
|
2019
Q2 | $1K | Hold |
77
| – | – | ﹤0.01% | 1266 |
|
|
2019
Q1 | $1K | Hold |
77
| – | – | ﹤0.01% | 1271 |
|
|
2018
Q4 | $1K | Buy |
+77
| New | +$1K | ﹤0.01% | 1265 |
|
|
2018
Q2 | – | Sell |
-49
| Closed | -$1K | – | 1573 |
|
|
2018
Q1 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 1192 |
|