TWA
TCI Wealth Advisors’s Sonic Automotive SAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$55 | – | 1845 |
|
|
2023
Q1 | $55 | Hold |
1
| – | – | ﹤0.01% | 2441 |
|
|
2022
Q4 | $49 | Hold |
1
| – | – | ﹤0.01% | 2433 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2536 |
|
|
2022
Q2 | – | Sell |
-159
| Closed | -$7K | – | 2483 |
|
|
2022
Q1 | $7K | Buy |
159
+53
| +50% | +$2.33K | ﹤0.01% | 1346 |
|
|
2021
Q4 | $5K | Hold |
106
| – | – | ﹤0.01% | 1713 |
|
|
2021
Q3 | $6K | Buy |
106
+13
| +14% | +$736 | ﹤0.01% | 1486 |
|
|
2021
Q2 | $4K | Buy |
93
+37
| +66% | +$1.59K | ﹤0.01% | 1608 |
|
|
2021
Q1 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 1561 |
|
|
2020
Q1 | – | Sell |
-47
| Closed | -$1K | – | 1710 |
|
|
2019
Q4 | $1K | Hold |
47
| – | – | ﹤0.01% | 1420 |
|
|
2019
Q3 | $1K | Hold |
47
| – | – | ﹤0.01% | 1369 |
|
|
2019
Q2 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 1284 |
|
|
2018
Q4 | – | Sell |
-73
| Closed | -$1K | – | 1614 |
|
|
2018
Q3 | $1K | Hold |
73
| – | – | ﹤0.01% | 1299 |
|
|
2018
Q2 | $2K | Hold |
73
| – | – | ﹤0.01% | 1128 |
|
|
2018
Q1 | $1K | Hold |
73
| – | – | ﹤0.01% | 1207 |
|
|
2017
Q4 | $1K | Hold |
73
| – | – | ﹤0.01% | 1255 |
|
|
2017
Q3 | $1K | Buy |
73
+36
| +97% | +$493 | ﹤0.01% | 1190 |
|
|
2017
Q2 | $1K | Sell |
37
-5
| -12% | -$135 | ﹤0.01% | 1206 |
|
|
2017
Q1 | $1K | Buy |
42
+5
| +14% | +$119 | ﹤0.01% | 1159 |
|
|
2016
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 1227 |
|
|
2016
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 1205 |
|
|
2016
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 1140 |
|
|
2016
Q1 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1147 |
|