TWA

TCI Wealth Advisors’s Primerica PRI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-403	Closed	-$69.4K	–	1706
2023 Q1	$69.4K	Hold	403	–	–	0.01%	354
2022 Q4	$57.2K	Hold	403	–	–	0.01%	370
2022 Q3	$50K	Buy	403 +3	+0.8%	+$372	0.01%	367
2022 Q2	$48K	Hold	400	–	–	0.01%	376
2022 Q1	$55K	Hold	400	–	–	0.01%	384
2021 Q4	$61K	Hold	400	–	–	0.01%	362
2021 Q3	$61K	Hold	400	–	–	0.01%	360
2021 Q2	$61K	Hold	400	–	–	0.01%	335
2021 Q1	$59K	Hold	400	–	–	0.03%	304
2020 Q4	$54K	Hold	400	–	–	0.02%	301
2020 Q3	$45K	Hold	400	–	–	0.02%	312
2020 Q2	$47K	Hold	400	–	–	0.02%	304
2020 Q1	$35K	Buy	400 +100	+33%	+$8.75K	0.02%	351
2019 Q4	$39K	Hold	300	–	–	0.02%	425
2019 Q3	$38K	Hold	300	–	–	0.02%	368
2019 Q2	$36K	Buy	300 +100	+50%	+$12K	0.02%	364
2019 Q1	$24K	Hold	200	–	–	0.01%	456
2018 Q4	$20K	Hold	200	–	–	0.01%	466
2018 Q3	$24K	Hold	200	–	–	0.01%	456
2018 Q2	$20K	Hold	200	–	–	0.01%	488
2018 Q1	$19K	Hold	200	–	–	0.01%	491
2017 Q4	$20K	Hold	200	–	–	0.01%	496
2017 Q3	$16K	Hold	200	–	–	0.01%	502
2017 Q2	$15K	Hold	200	–	–	0.01%	512
2017 Q1	$16K	Hold	200	–	–	0.01%	487
2016 Q4	$14K	Hold	200	–	–	0.01%	561
2016 Q3	$11K	Hold	200	–	–	0.01%	557
2016 Q2	$11K	Buy	+200	New	+$11K	0.01%	553
2016 Q1	–	Sell	-200	Closed	-$9K	–	1393
2015 Q4	$9K	Hold	200	–	–	0.01%	611
2015 Q3	$9K	Hold	200	–	–	0.01%	538
2015 Q2	$9K	Hold	200	–	–	0.01%	542
2015 Q1	$10K	Hold	200	–	–	0.01%	459
2014 Q4	$11K	Hold	200	–	–	0.01%	438
2014 Q3	$10K	Hold	200	–	–	0.01%	446
2014 Q2	$10K	Hold	200	–	–	0.01%	458
2014 Q1	$9K	Buy	+200	New	+$9K	0.01%	443