TWA
TCI Wealth Advisors’s Royal Gold RGLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-9
| Closed | -$1.17K | – | 1782 |
|
2023
Q1 | $1.17K | Hold |
9
| – | – | ﹤0.01% | 2085 |
|
2022
Q4 | $1.01K | Sell |
9
-70
| -89% | -$7.89K | ﹤0.01% | 2113 |
|
2022
Q3 | $7K | Buy |
79
+1
| +1% | +$89 | ﹤0.01% | 1283 |
|
2022
Q2 | $8K | Hold |
78
| – | – | ﹤0.01% | 1176 |
|
2022
Q1 | $11K | Hold |
78
| – | – | ﹤0.01% | 1057 |
|
2021
Q4 | $8K | Sell |
78
-22
| -22% | -$2.26K | ﹤0.01% | 1356 |
|
2021
Q3 | $10K | Buy |
100
+61
| +156% | +$6.1K | ﹤0.01% | 1103 |
|
2021
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 1601 |
|
2021
Q1 | $4K | Buy |
39
+34
| +680% | +$3.49K | ﹤0.01% | 1393 |
|
2020
Q4 | $1K | Sell |
5
-2
| -29% | -$400 | ﹤0.01% | 1418 |
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1393 |
|
2020
Q2 | $1K | Sell |
7
-6
| -46% | -$857 | ﹤0.01% | 1318 |
|
2020
Q1 | $1K | Buy |
13
+1
| +8% | +$77 | ﹤0.01% | 1310 |
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1415 |
|
2019
Q3 | $1K | Buy |
12
+5
| +71% | +$417 | ﹤0.01% | 1364 |
|
2019
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1279 |
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1283 |
|
2018
Q4 | $1K | Sell |
7
-7
| -50% | -$1K | ﹤0.01% | 1280 |
|
2018
Q3 | $1K | Sell |
14
-3
| -18% | -$214 | ﹤0.01% | 1292 |
|
2018
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1121 |
|
2018
Q1 | – | Sell |
-166
| Closed | -$14K | – | 1423 |
|
2017
Q4 | $14K | Hold |
166
| – | – | 0.01% | 569 |
|
2017
Q3 | $14K | Buy |
+166
| New | +$14K | 0.01% | 532 |
|
2017
Q1 | – | Sell |
-81
| Closed | -$5K | – | 1368 |
|
2016
Q4 | $5K | Sell |
81
-243
| -75% | -$15K | ﹤0.01% | 782 |
|
2016
Q3 | $25K | Buy |
324
+1
| +0.3% | +$77 | 0.01% | 404 |
|
2016
Q2 | $23K | Buy |
323
+2
| +0.6% | +$142 | 0.01% | 420 |
|
2016
Q1 | $16K | Buy |
321
+2
| +0.6% | +$100 | 0.01% | 487 |
|
2015
Q4 | $12K | Buy |
319
+2
| +0.6% | +$75 | 0.01% | 543 |
|
2015
Q3 | $15K | Sell |
317
-28
| -8% | -$1.33K | 0.01% | 445 |
|
2015
Q2 | $21K | Sell |
345
-6
| -2% | -$365 | 0.01% | 396 |
|
2015
Q1 | $22K | Buy |
351
+1
| +0.3% | +$63 | 0.01% | 343 |
|
2014
Q4 | $22K | Buy |
350
+20
| +6% | +$1.26K | 0.01% | 343 |
|
2014
Q3 | $21K | Buy |
330
+1
| +0.3% | +$64 | 0.01% | 331 |
|
2014
Q2 | $25K | Buy |
329
+6
| +2% | +$456 | 0.02% | 324 |
|
2014
Q1 | $20K | Buy |
323
+1
| +0.3% | +$62 | 0.01% | 330 |
|
2013
Q4 | $15K | Buy |
322
+1
| +0.3% | +$47 | 0.01% | 368 |
|
2013
Q3 | $16K | Buy |
321
+2
| +0.6% | +$100 | 0.01% | 314 |
|
2013
Q2 | $13K | Buy |
+319
| New | +$13K | 0.01% | 340 |
|