TWA
TCI Wealth Advisors’s Premier PINC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-201
| Closed | -$6.51K | – | 1659 |
|
|
2023
Q1 | $6.51K | Buy |
201
+17
| +9% | +$550 | ﹤0.01% | 1346 |
|
|
2022
Q4 | $6.44K | Sell |
184
-39
| -17% | -$1.36K | ﹤0.01% | 1360 |
|
|
2022
Q3 | $8K | Buy |
223
+48
| +27% | +$1.72K | ﹤0.01% | 1175 |
|
|
2022
Q2 | $6K | Buy |
175
+57
| +48% | +$1.95K | ﹤0.01% | 1383 |
|
|
2022
Q1 | $4K | Buy |
118
+108
| +1,080% | +$3.66K | ﹤0.01% | 1763 |
|
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 2454 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 2511 |
|
|
2021
Q2 | $0 | Sell |
10
-10
| -50% | – | ﹤0.01% | 2397 |
|
|
2021
Q1 | $1K | Buy |
20
+3
| +18% | +$150 | ﹤0.01% | 2081 |
|
|
2020
Q4 | $1K | Buy |
17
+10
| +143% | +$588 | ﹤0.01% | 1408 |
|
|
2020
Q3 | $0 | Sell |
7
-11
| -61% | – | ﹤0.01% | 1612 |
|
|
2020
Q2 | $1K | Buy |
18
+11
| +157% | +$611 | ﹤0.01% | 1306 |
|
|
2020
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1678 |
|
|
2019
Q4 | – | Sell |
-36
| Closed | -$1K | – | 1648 |
|
|
2019
Q3 | $1K | Buy |
36
+24
| +200% | +$667 | ﹤0.01% | 1353 |
|
|
2019
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1514 |
|