TWA
TCI Wealth Advisors’s Sprouts Farmers Market SFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,201
| Closed | -$42.1K | – | 1891 |
|
|
2023
Q1 | $42.1K | Hold |
1,201
| – | – | 0.01% | 467 |
|
|
2022
Q4 | $38.9K | Hold |
1,201
| – | – | 0.01% | 474 |
|
|
2022
Q3 | $33K | Buy |
1,201
+8
| +0.7% | +$220 | 0.01% | 489 |
|
|
2022
Q2 | $30K | Buy |
1,193
+182
| +18% | +$4.58K | ﹤0.01% | 515 |
|
|
2022
Q1 | $32K | Sell |
1,011
-1,250
| -55% | -$39.6K | ﹤0.01% | 528 |
|
|
2021
Q4 | $67K | Buy |
2,261
+384
| +20% | +$11.4K | 0.01% | 342 |
|
|
2021
Q3 | $43K | Sell |
1,877
-97
| -5% | -$2.22K | 0.01% | 451 |
|
|
2021
Q2 | $49K | Buy |
1,974
+164
| +9% | +$4.07K | 0.01% | 379 |
|
|
2021
Q1 | $48K | Buy |
1,810
+173
| +11% | +$4.59K | 0.02% | 343 |
|
|
2020
Q4 | $33K | Sell |
1,637
-227
| -12% | -$4.58K | 0.01% | 382 |
|
|
2020
Q3 | $39K | Buy |
1,864
+12
| +0.6% | +$251 | 0.02% | 336 |
|
|
2020
Q2 | $47K | Buy |
1,852
+1,518
| +454% | +$38.5K | 0.02% | 306 |
|
|
2020
Q1 | $6K | Buy |
+334
| New | +$6K | ﹤0.01% | 674 |
|
|
2019
Q2 | – | Sell |
-15
| Closed | – | – | 1530 |
|
|
2019
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 1520 |
|
|
2018
Q4 | $0 | Sell |
15
-3
| -17% | – | ﹤0.01% | 1618 |
|
|
2018
Q3 | $0 | Sell |
18
-282
| -94% | – | ﹤0.01% | 1553 |
|
|
2018
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 708 |
|
|
2018
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 685 |
|
|
2017
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 713 |
|
|
2017
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 704 |
|
|
2017
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 678 |
|
|
2017
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 657 |
|
|
2016
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 740 |
|
|
2016
Q3 | $6K | Sell |
300
-24
| -7% | -$480 | ﹤0.01% | 696 |
|
|
2016
Q2 | $7K | Hold |
324
| – | – | ﹤0.01% | 655 |
|
|
2016
Q1 | $9K | Hold |
324
| – | – | 0.01% | 613 |
|
|
2015
Q4 | $9K | Buy |
+324
| New | +$9K | 0.01% | 614 |
|
|
2015
Q3 | – | Sell |
-25
| Closed | -$1K | – | 1009 |
|
|
2015
Q2 | $1K | Sell |
25
-30
| -55% | -$1.2K | ﹤0.01% | 904 |
|
|
2015
Q1 | $2K | Buy |
55
+32
| +139% | +$1.16K | ﹤0.01% | 750 |
|
|
2014
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 827 |
|