TCI Wealth Advisors’s SITE Centers SITC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-342
| Closed | -$3.28K | – | 1912 |
|
|
2023
Q1 | $3.28K | Buy |
342
+14
| +4% | +$142 | ﹤0.01% | 1810 |
|
|
2022
Q4 | $3.5K | Sell |
328
-333
| -50% | -$3.27K | ﹤0.01% | 1762 |
|
|
2022
Q3 | $6K | Sell |
661
-167
| -20% | -$1.75K | ﹤0.01% | 1376 |
|
|
2022
Q2 | $9K | Buy |
828
+132
| +19% | +$1.56K | ﹤0.01% | 1103 |
|
|
2022
Q1 | $9K | Hold |
696
| – | – | ﹤0.01% | 1187 |
|
|
2021
Q4 | $9K | Hold |
696
| – | – | ﹤0.01% | 1278 |
|
|
2021
Q3 | $8K | Buy |
696
+103
| +17% | +$1.25K | ﹤0.01% | 1290 |
|
|
2021
Q2 | $7K | Buy |
593
+89
| +18% | +$1.02K | ﹤0.01% | 1236 |
|
|
2021
Q1 | $5K | Buy |
504
+176
| +54% | +$1.69K | ﹤0.01% | 1299 |
|
|
2020
Q4 | $3K | Sell |
328
-123
| -27% | -$859 | ﹤0.01% | 1133 |
|
|
2020
Q3 | $3K | Buy |
+451
| New | +$2.67K | ﹤0.01% | 1001 |
|
|
2020
Q2 | – | Sell |
-1,430
| Closed | -$6K | – | 1646 |
|
|
2020
Q1 | $6K | Sell |
1,430
-285
| -17% | -$2.47K | ﹤0.01% | 685 |
|
|
2019
Q4 | $19K | Buy |
1,715
+684
| +66% | +$7.79K | 0.01% | 564 |
|
|
2019
Q3 | $12K | Buy |
1,031
+175
| +20% | +$1.91K | 0.01% | 601 |
|
|
2019
Q2 | $9K | Buy |
+856
| New | +$8.97K | ﹤0.01% | 655 |
|
|
2018
Q4 | – | Sell |
-49
| Closed | -$1K | – | 1635 |
|
|
2018
Q3 | $1K | Sell |
49
-10
| -17% | -$109 | ﹤0.01% | 1317 |
|
|
2018
Q2 | $1K | Sell |
59
-250
| -81% | -$2.49K | ﹤0.01% | 1369 |
|
|
2018
Q1 | $3K | Buy |
309
+60
| +24% | +$603 | ﹤0.01% | 879 |
|
|
2017
Q4 | $3K | Buy |
249
+102
| +69% | +$1.09K | ﹤0.01% | 935 |
|
|
2017
Q3 | $2K | Hold |
147
| – | – | ﹤0.01% | 988 |
|
|
2017
Q2 | $2K | Sell |
147
-4
| -3% | -$52 | ﹤0.01% | 1020 |
|
|
2017
Q1 | $2K | Sell |
151
-293
| -66% | -$5.41K | ﹤0.01% | 973 |
|
|
2016
Q4 | $9K | Buy |
444
+153
| +53% | +$3.06K | ﹤0.01% | 651 |
|
|
2016
Q3 | $7K | Hold |
291
| – | – | ﹤0.01% | 659 |
|
|
2016
Q2 | $7K | Hold |
291
| – | – | ﹤0.01% | 656 |
|
|
2016
Q1 | $7K | Sell |
291
-23
| -7% | -$495 | ﹤0.01% | 659 |
|
|
2015
Q4 | $7K | Hold |
314
| – | – | ﹤0.01% | 657 |
|
|
2015
Q3 | $6K | Buy |
314
+163
| +108% | +$3.32K | ﹤0.01% | 606 |
|
|
2015
Q2 | $3K | Hold |
151
| – | – | ﹤0.01% | 748 |
|
|
2015
Q1 | $4K | Hold |
151
| – | – | ﹤0.01% | 626 |
|
|
2014
Q4 | $4K | Hold |
151
| – | – | ﹤0.01% | 616 |
|
|
2014
Q3 | $3K | Sell |
151
-50
| -25% | -$1.14K | ﹤0.01% | 679 |
|
|
2014
Q2 | $5K | Hold |
201
| – | – | ﹤0.01% | 597 |
|
|
2014
Q1 | $4K | Hold |
201
| – | – | ﹤0.01% | 612 |
|
|
2013
Q4 | $4K | Hold |
201
| – | – | ﹤0.01% | 606 |
|
|
2013
Q3 | $4K | Hold |
201
| – | – | ﹤0.01% | 531 |
|
|
2013
Q2 | $4K | Buy |
+201
| New | +$4.63K | ﹤0.01% | 498 |
|
Other funds holding SITC
PI
N