TWA
TCI Wealth Advisors’s TD Synnex SNX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-4
| Closed | -$388 | – | 1946 |
|
2023
Q1 | $388 | Hold |
4
| – | – | ﹤0.01% | 2260 |
|
2022
Q4 | $379 | Sell |
4
-60
| -94% | -$5.69K | ﹤0.01% | 2255 |
|
2022
Q3 | $5K | Buy |
64
+17
| +36% | +$1.33K | ﹤0.01% | 1519 |
|
2022
Q2 | $4K | Sell |
47
-59
| -56% | -$5.02K | ﹤0.01% | 1690 |
|
2022
Q1 | $11K | Hold |
106
| – | – | ﹤0.01% | 1063 |
|
2021
Q4 | $12K | Buy |
106
+31
| +41% | +$3.51K | ﹤0.01% | 1052 |
|
2021
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 1277 |
|
2021
Q2 | $9K | Buy |
75
+28
| +60% | +$3.36K | ﹤0.01% | 1045 |
|
2021
Q1 | $5K | Buy |
+47
| New | +$5K | ﹤0.01% | 1285 |
|
2020
Q2 | – | Sell |
-5
| Closed | – | – | 1632 |
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1725 |
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1425 |
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1375 |
|
2019
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1534 |
|
2019
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1526 |
|
2018
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1624 |
|
2018
Q3 | – | Sell |
-4
| Closed | – | – | 1558 |
|
2018
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1587 |
|
2015
Q4 | – | Sell |
-15
| Closed | -$1K | – | 1076 |
|
2015
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 917 |
|
2015
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 907 |
|