TWA
TCI Wealth Advisors’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-220
| Closed | -$13K | – | 1888 |
|
|
2023
Q1 | $13K | Buy |
220
+1
| +0.5% | +$59 | ﹤0.01% | 925 |
|
|
2022
Q4 | $12.8K | Buy |
219
+212
| +3,029% | +$12.4K | ﹤0.01% | 908 |
|
|
2022
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2543 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 2487 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2431 |
|
|
2021
Q2 | – | Sell |
-189
| Closed | -$12K | – | 2422 |
|
|
2021
Q1 | $12K | Buy |
+189
| New | +$12K | 0.01% | 751 |
|
|
2018
Q4 | – | Sell |
-5
| Closed | – | – | 1617 |
|
|
2018
Q3 | $0 | Sell |
5
-9
| -64% | – | ﹤0.01% | 1552 |
|
|
2018
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1367 |
|