TWA
TCI Wealth Advisors’s Ring Energy REI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-10,793
| Closed | -$14.7K | – | 239 |
|
2024
Q4 | $14.7K | Sell |
10,793
-642
| -6% | -$873 | ﹤0.01% | 227 |
|
2024
Q3 | $18.3K | Buy |
+11,435
| New | +$18.3K | ﹤0.01% | 243 |
|
2024
Q2 | – | Sell |
-13,049
| Closed | -$25.6K | – | 229 |
|
2024
Q1 | $25.6K | Buy |
13,049
+1,334
| +11% | +$2.62K | ﹤0.01% | 217 |
|
2023
Q4 | $17.1K | Buy |
11,715
+1,710
| +17% | +$2.5K | ﹤0.01% | 206 |
|
2023
Q3 | $19.5K | Sell |
10,005
-1,829
| -15% | -$3.57K | ﹤0.01% | 193 |
|
2023
Q2 | $20.2K | Sell |
11,834
-4,839
| -29% | -$8.28K | ﹤0.01% | 196 |
|
2023
Q1 | $31.7K | Buy |
16,673
+15,195
| +1,028% | +$28.9K | ﹤0.01% | 549 |
|
2022
Q4 | $3.64K | Sell |
1,478
-5,387
| -78% | -$13.3K | ﹤0.01% | 1742 |
|
2022
Q3 | $16K | Buy |
6,865
+1,848
| +37% | +$4.31K | ﹤0.01% | 776 |
|
2022
Q2 | $13K | Buy |
+5,017
| New | +$13K | ﹤0.01% | 865 |
|