TCI Wealth Advisors’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-633
| Closed | -$8.82K | – | 1887 |
|
2023
Q1 | $8.82K | Buy |
633
+323
| +104% | +$4.5K | ﹤0.01% | 1165 |
|
2022
Q4 | $4.15K | Sell |
310
-399
| -56% | -$5.34K | ﹤0.01% | 1651 |
|
2022
Q3 | $8K | Buy |
709
+13
| +2% | +$147 | ﹤0.01% | 1183 |
|
2022
Q2 | $9K | Hold |
696
| – | – | ﹤0.01% | 1099 |
|
2022
Q1 | $9K | Hold |
696
| – | – | ﹤0.01% | 1186 |
|
2021
Q4 | $11K | Sell |
696
-308
| -31% | -$4.87K | ﹤0.01% | 1115 |
|
2021
Q3 | $20K | Buy |
1,004
+82
| +9% | +$1.63K | ﹤0.01% | 683 |
|
2021
Q2 | $21K | Buy |
922
+226
| +32% | +$5.15K | ﹤0.01% | 591 |
|
2021
Q1 | $13K | Buy |
696
+399
| +134% | +$7.45K | 0.01% | 707 |
|
2020
Q4 | $4K | Hold |
297
| – | – | ﹤0.01% | 987 |
|
2020
Q3 | $3K | Hold |
297
| – | – | ﹤0.01% | 983 |
|
2020
Q2 | $2K | Hold |
297
| – | – | ﹤0.01% | 1112 |
|
2020
Q1 | $2K | Hold |
297
| – | – | ﹤0.01% | 1073 |
|
2019
Q4 | $4K | Hold |
297
| – | – | ﹤0.01% | 944 |
|
2019
Q3 | $3K | Hold |
297
| – | – | ﹤0.01% | 977 |
|
2019
Q2 | $3K | Hold |
297
| – | – | ﹤0.01% | 925 |
|
2019
Q1 | $2K | Hold |
297
| – | – | ﹤0.01% | 1069 |
|
2018
Q4 | $2K | Hold |
297
| – | – | ﹤0.01% | 1043 |
|
2018
Q3 | $3K | Hold |
297
| – | – | ﹤0.01% | 938 |
|
2018
Q2 | $3K | Hold |
297
| – | – | ﹤0.01% | 968 |
|
2018
Q1 | $3K | Hold |
297
| – | – | ﹤0.01% | 875 |
|
2017
Q4 | $3K | Hold |
297
| – | – | ﹤0.01% | 934 |
|
2017
Q3 | $3K | Hold |
297
| – | – | ﹤0.01% | 871 |
|
2017
Q2 | $2K | Hold |
297
| – | – | ﹤0.01% | 1019 |
|
2017
Q1 | $2K | Buy |
297
+7
| +2% | +$47 | ﹤0.01% | 972 |
|
2016
Q4 | $2K | Hold |
290
| – | – | ﹤0.01% | 1043 |
|
2016
Q3 | $2K | Hold |
290
| – | – | ﹤0.01% | 999 |
|
2016
Q2 | $2K | Hold |
290
| – | – | ﹤0.01% | 959 |
|
2016
Q1 | $2K | Buy |
+290
| New | +$2K | ﹤0.01% | 969 |
|