TWA
TCI Wealth Advisors’s Southern Copper SCCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-484
| Closed | -$36.9K | – | 1860 |
|
|
2023
Q1 | $36.9K | Hold |
484
| – | – | ﹤0.01% | 505 |
|
|
2022
Q4 | $29.2K | Buy |
484
+1
| +0.2% | +$60 | ﹤0.01% | 552 |
|
|
2022
Q3 | $22K | Buy |
483
+466
| +2,741% | +$21.2K | ﹤0.01% | 624 |
|
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 2194 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 2143 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 2228 |
|
|
2021
Q3 | $1K | Buy |
17
+2
| +13% | +$118 | ﹤0.01% | 2285 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 2229 |
|
|
2021
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 2088 |
|
|
2020
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1421 |
|
|
2020
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1399 |
|
|
2020
Q2 | $1K | Sell |
15
-2
| -12% | -$133 | ﹤0.01% | 1327 |
|
|
2020
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 1712 |
|
|
2019
Q3 | – | Sell |
-16
| Closed | -$1K | – | 1611 |
|
|
2019
Q2 | $1K | Buy |
16
+6
| +60% | +$375 | ﹤0.01% | 1287 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1515 |
|
|
2018
Q4 | $0 | Buy |
10
+4
| +67% | – | ﹤0.01% | 1615 |
|
|
2018
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1549 |
|
|
2017
Q1 | – | Sell |
-1,015
| Closed | -$32K | – | 1373 |
|
|
2016
Q4 | $32K | Sell |
1,015
-99
| -9% | -$3.12K | 0.02% | 399 |
|
|
2016
Q3 | $29K | Buy |
1,114
+102
| +10% | +$2.66K | 0.02% | 374 |
|
|
2016
Q2 | $27K | Buy |
1,012
+2
| +0.2% | +$53 | 0.02% | 390 |
|
|
2016
Q1 | $28K | Buy |
1,010
+1
| +0.1% | +$28 | 0.02% | 378 |
|
|
2015
Q4 | $26K | Buy |
1,009
+2
| +0.2% | +$52 | 0.01% | 397 |
|
|
2015
Q3 | $27K | Buy |
1,007
+4
| +0.4% | +$107 | 0.02% | 356 |
|
|
2015
Q2 | $30K | Buy |
+1,003
| New | +$30K | 0.02% | 338 |
|
|
2013
Q4 | – | Sell |
-11
| Closed | – | – | 885 |
|
|
2013
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 830 |
|