TWA
TCI Wealth Advisors’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-82
| Closed | -$11.4K | – | 1661 |
|
|
2023
Q1 | $11.4K | Buy |
82
+45
| +122% | +$6.24K | ﹤0.01% | 1003 |
|
|
2022
Q4 | $4.82K | Sell |
37
-90
| -71% | -$11.7K | ﹤0.01% | 1549 |
|
|
2022
Q3 | $13K | Buy |
127
+2
| +2% | +$205 | ﹤0.01% | 873 |
|
|
2022
Q2 | $14K | Buy |
125
+52
| +71% | +$5.82K | ﹤0.01% | 813 |
|
|
2022
Q1 | $10K | Sell |
73
-3
| -4% | -$411 | ﹤0.01% | 1111 |
|
|
2021
Q4 | $14K | Hold |
76
| – | – | ﹤0.01% | 930 |
|
|
2021
Q3 | $11K | Buy |
76
+11
| +17% | +$1.59K | ﹤0.01% | 1035 |
|
|
2021
Q2 | $8K | Buy |
65
+11
| +20% | +$1.35K | ﹤0.01% | 1111 |
|
|
2021
Q1 | $6K | Buy |
54
+19
| +54% | +$2.11K | ﹤0.01% | 1149 |
|
|
2020
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 977 |
|
|
2020
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 971 |
|
|
2020
Q2 | $2K | Buy |
35
+20
| +133% | +$1.14K | ﹤0.01% | 1090 |
|
|
2020
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1303 |
|
|
2019
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1403 |
|
|
2019
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1354 |
|
|
2019
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1269 |
|
|
2019
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1276 |
|
|
2018
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1270 |
|
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1280 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1351 |
|
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1196 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1244 |
|
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1176 |
|
|
2017
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1192 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1144 |
|
|
2016
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1212 |
|
|
2016
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1187 |
|
|
2016
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1121 |
|
|
2016
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1132 |
|
|
2015
Q2 | – | Sell |
-4
| Closed | – | – | 993 |
|
|
2015
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 933 |
|
|
2014
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 919 |
|