TWA
TCI Wealth Advisors’s SPX Corp SPXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-65
| Closed | -$4.59K | – | 1969 |
|
|
2023
Q1 | $4.59K | Hold |
65
| – | – | ﹤0.01% | 1591 |
|
|
2022
Q4 | $4.27K | Hold |
65
| – | – | ﹤0.01% | 1629 |
|
|
2022
Q3 | $4K | Buy |
65
+3
| +5% | +$185 | ﹤0.01% | 1675 |
|
|
2022
Q2 | $3K | Sell |
62
-117
| -65% | -$5.66K | ﹤0.01% | 1896 |
|
|
2022
Q1 | $9K | Buy |
179
+49
| +38% | +$2.46K | ﹤0.01% | 1194 |
|
|
2021
Q4 | $8K | Buy |
130
+6
| +5% | +$369 | ﹤0.01% | 1364 |
|
|
2021
Q3 | $7K | Buy |
124
+13
| +12% | +$734 | ﹤0.01% | 1368 |
|
|
2021
Q2 | $7K | Buy |
111
+9
| +9% | +$568 | ﹤0.01% | 1224 |
|
|
2021
Q1 | $6K | Buy |
102
+40
| +65% | +$2.35K | ﹤0.01% | 1157 |
|
|
2020
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 1114 |
|
|
2020
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 988 |
|
|
2020
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 951 |
|
|
2020
Q1 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 1083 |
|
|
2015
Q3 | – | Sell |
-8
| Closed | -$1K | – | 1016 |
|
|
2015
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 909 |
|
|
2015
Q1 | $1K | Sell |
8
-5
| -38% | -$625 | ﹤0.01% | 828 |
|
|
2014
Q4 | $1K | Buy |
13
+5
| +63% | +$385 | ﹤0.01% | 829 |
|
|
2014
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 831 |
|
|
2014
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 847 |
|
|
2014
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 819 |
|
|
2013
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 803 |
|
|
2013
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 724 |
|