TWA
TCI Wealth Advisors’s VanEck Steel ETF SLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-176
| Closed | -$7K | – | 1379 |
|
2017
Q2 | $7K | Hold |
176
| – | – | ﹤0.01% | 680 |
|
2017
Q1 | $7K | Hold |
176
| – | – | ﹤0.01% | 658 |
|
2016
Q4 | $7K | Buy |
176
+2
| +1% | +$80 | ﹤0.01% | 708 |
|
2016
Q3 | $5K | Hold |
174
| – | – | ﹤0.01% | 741 |
|
2016
Q2 | $5K | Hold |
174
| – | – | ﹤0.01% | 729 |
|
2016
Q1 | $4K | Hold |
174
| – | – | ﹤0.01% | 786 |
|
2015
Q4 | $3K | Buy |
174
+9
| +5% | +$155 | ﹤0.01% | 813 |
|
2015
Q3 | $4K | Hold |
165
| – | – | ﹤0.01% | 682 |
|
2015
Q2 | $5K | Buy |
+165
| New | +$5K | ﹤0.01% | 654 |
|
2015
Q1 | – | Sell |
-165
| Closed | -$6K | – | 948 |
|
2014
Q4 | $6K | Buy |
165
+5
| +3% | +$182 | ﹤0.01% | 529 |
|
2014
Q3 | $7K | Buy |
+160
| New | +$7K | ﹤0.01% | 505 |
|