TWA
TCI Wealth Advisors’s Safety Insurance SAFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-64
| Closed | -$5.39K | – | 2617 |
|
2022
Q4 | $5.39K | Sell |
64
-7
| -10% | -$590 | ﹤0.01% | 1474 |
|
2022
Q3 | $6K | Hold |
71
| – | – | ﹤0.01% | 1371 |
|
2022
Q2 | $7K | Hold |
71
| – | – | ﹤0.01% | 1279 |
|
2022
Q1 | $6K | Hold |
71
| – | – | ﹤0.01% | 1456 |
|
2021
Q4 | $6K | Hold |
71
| – | – | ﹤0.01% | 1569 |
|
2021
Q3 | $6K | Buy |
+71
| New | +$6K | ﹤0.01% | 1485 |
|
2021
Q2 | – | Sell |
-42
| Closed | -$4K | – | 2418 |
|
2021
Q1 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 1396 |
|
2020
Q3 | – | Sell |
-24
| Closed | -$2K | – | 1625 |
|
2020
Q2 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 1103 |
|