TWA
TCI Wealth Advisors’s Schrodinger SDGR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-123
| Closed | -$3K | – | 2633 |
|
2022
Q3 | $3K | Buy |
+123
| New | +$3K | ﹤0.01% | 1832 |
|
2022
Q2 | – | Sell |
-183
| Closed | -$6K | – | 2485 |
|
2022
Q1 | $6K | Sell |
183
-210
| -53% | -$6.89K | ﹤0.01% | 1458 |
|
2021
Q4 | $14K | Buy |
393
+2
| +0.5% | +$71 | ﹤0.01% | 937 |
|
2021
Q3 | $21K | Buy |
391
+63
| +19% | +$3.38K | ﹤0.01% | 660 |
|
2021
Q2 | $25K | Sell |
328
-188
| -36% | -$14.3K | ﹤0.01% | 537 |
|
2021
Q1 | $39K | Buy |
+516
| New | +$39K | 0.02% | 390 |
|