TWA
TCI Wealth Advisors’s Scholastic SCHL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-257
| Closed | -$8.8K | – | 1867 |
|
|
2023
Q1 | $8.8K | Buy |
257
+20
| +8% | +$684 | ﹤0.01% | 1166 |
|
|
2022
Q4 | $9.35K | Sell |
237
-47
| -17% | -$1.86K | ﹤0.01% | 1113 |
|
|
2022
Q3 | $9K | Hold |
284
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q2 | $10K | Buy |
284
+7
| +3% | +$246 | ﹤0.01% | 1032 |
|
|
2022
Q1 | $11K | Sell |
277
-16
| -5% | -$635 | ﹤0.01% | 1061 |
|
|
2021
Q4 | $12K | Buy |
293
+32
| +12% | +$1.31K | ﹤0.01% | 1047 |
|
|
2021
Q3 | $9K | Buy |
261
+188
| +258% | +$6.48K | ﹤0.01% | 1180 |
|
|
2021
Q2 | $3K | Hold |
73
| – | – | ﹤0.01% | 1826 |
|
|
2021
Q1 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 1860 |
|
|
2020
Q4 | – | Sell |
-101
| Closed | -$2K | – | 1629 |
|
|
2020
Q3 | $2K | Buy |
101
+3
| +3% | +$59 | ﹤0.01% | 1153 |
|
|
2020
Q2 | $3K | Buy |
+98
| New | +$3K | ﹤0.01% | 945 |
|
|
2020
Q1 | – | Sell |
-74
| Closed | -$3K | – | 1713 |
|
|
2019
Q4 | $3K | Hold |
74
| – | – | ﹤0.01% | 1046 |
|
|
2019
Q3 | $3K | Buy |
74
+55
| +289% | +$2.23K | ﹤0.01% | 976 |
|
|
2019
Q2 | $1K | Sell |
19
-40
| -68% | -$2.11K | ﹤0.01% | 1288 |
|
|
2019
Q1 | $2K | Hold |
59
| – | – | ﹤0.01% | 1065 |
|
|
2018
Q4 | $2K | Buy |
59
+40
| +211% | +$1.36K | ﹤0.01% | 1039 |
|
|
2018
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 1300 |
|
|
2018
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1365 |
|
|
2018
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 1209 |
|
|
2017
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 1256 |
|
|
2017
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 1191 |
|
|
2017
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1207 |
|
|
2017
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 1160 |
|
|
2016
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 1228 |
|
|
2016
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 1206 |
|
|
2016
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1142 |
|
|
2016
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1148 |
|