TWA
TCI Wealth Advisors’s StoneX SNEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-59
| Closed | -$6.11K | – | 1942 |
|
|
2023
Q1 | $6.11K | Buy |
59
+1
| +2% | +$104 | ﹤0.01% | 1395 |
|
|
2022
Q4 | $5.53K | Hold |
58
| – | – | ﹤0.01% | 1457 |
|
|
2022
Q3 | $5K | Hold |
58
| – | – | ﹤0.01% | 1518 |
|
|
2022
Q2 | $5K | Hold |
58
| – | – | ﹤0.01% | 1534 |
|
|
2022
Q1 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 1785 |
|
|
2021
Q4 | – | Sell |
-53
| Closed | -$3K | – | 2487 |
|
|
2021
Q3 | $3K | Buy |
53
+14
| +36% | +$792 | ﹤0.01% | 1991 |
|
|
2021
Q2 | $2K | Buy |
39
+9
| +30% | +$462 | ﹤0.01% | 2068 |
|
|
2021
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1871 |
|