TWA
TCI Wealth Advisors’s Synopsys SNPS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-173
| Closed | -$66.8K | – | 1944 |
|
2023
Q1 | $66.8K | Hold |
173
| – | – | 0.01% | 365 |
|
2022
Q4 | $55.2K | Buy |
173
+108
| +166% | +$34.5K | 0.01% | 381 |
|
2022
Q3 | $20K | Buy |
65
+1
| +2% | +$308 | ﹤0.01% | 663 |
|
2022
Q2 | $19K | Sell |
64
-2
| -3% | -$594 | ﹤0.01% | 667 |
|
2022
Q1 | $22K | Sell |
66
-19
| -22% | -$6.33K | ﹤0.01% | 663 |
|
2021
Q4 | $31K | Buy |
85
+17
| +25% | +$6.2K | ﹤0.01% | 532 |
|
2021
Q3 | $20K | Hold |
68
| – | – | ﹤0.01% | 684 |
|
2021
Q2 | $19K | Sell |
68
-24
| -26% | -$6.71K | ﹤0.01% | 618 |
|
2021
Q1 | $23K | Buy |
92
+55
| +149% | +$13.8K | 0.01% | 522 |
|
2020
Q4 | $10K | Buy |
37
+5
| +16% | +$1.35K | ﹤0.01% | 634 |
|
2020
Q3 | $7K | Hold |
32
| – | – | ﹤0.01% | 668 |
|
2020
Q2 | $6K | Hold |
32
| – | – | ﹤0.01% | 689 |
|
2020
Q1 | $4K | Sell |
32
-30
| -48% | -$3.75K | ﹤0.01% | 782 |
|
2019
Q4 | $9K | Hold |
62
| – | – | ﹤0.01% | 727 |
|
2019
Q3 | $9K | Buy |
62
+30
| +94% | +$4.36K | ﹤0.01% | 667 |
|
2019
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 834 |
|
2019
Q1 | $4K | Sell |
32
-6
| -16% | -$750 | ﹤0.01% | 861 |
|
2018
Q4 | $3K | Buy |
38
+10
| +36% | +$789 | ﹤0.01% | 911 |
|
2018
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 941 |
|
2018
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1138 |
|
2018
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 1012 |
|
2017
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1058 |
|
2017
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 990 |
|
2017
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1023 |
|
2017
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 976 |
|
2016
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1046 |
|
2016
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1002 |
|
2016
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 961 |
|
2016
Q1 | $1K | Sell |
28
-34
| -55% | -$1.21K | ﹤0.01% | 1154 |
|
2015
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 815 |
|
2015
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 742 |
|
2015
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 750 |
|
2015
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 681 |
|
2014
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 678 |
|
2014
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 752 |
|
2014
Q2 | $2K | Hold |
62
| – | – | ﹤0.01% | 775 |
|
2014
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 736 |
|
2013
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 674 |
|
2013
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 647 |
|
2013
Q2 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 607 |
|