TCI Wealth Advisors’s SRC Energy Inc SRCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-23,070
| Closed | -$95K | – | 1884 |
|
|
2019
Q4 | $95K | Buy |
23,070
+22,661
| +5,541% | +$86K | 0.04% | 263 |
|
|
2019
Q3 | $2K | Buy |
+409
| New | +$1.85K | ﹤0.01% | 1197 |
|
|
2018
Q4 | – | Sell |
-361
| Closed | -$3K | – | 1765 |
|
|
2018
Q3 | $3K | Hold |
361
| – | – | ﹤0.01% | 977 |
|
|
2018
Q2 | $4K | Hold |
361
| – | – | ﹤0.01% | 897 |
|
|
2018
Q1 | $3K | Buy |
361
+158
| +78% | +$1.44K | ﹤0.01% | 907 |
|
|
2017
Q4 | $2K | Hold |
203
| – | – | ﹤0.01% | 1102 |
|
|
2017
Q3 | $2K | Hold |
203
| – | – | ﹤0.01% | 1030 |
|
|
2017
Q2 | $1K | Hold |
203
| – | – | ﹤0.01% | 1290 |
|
|
2017
Q1 | $2K | Hold |
203
| – | – | ﹤0.01% | 1008 |
|
|
2016
Q4 | $2K | Hold |
203
| – | – | ﹤0.01% | 1082 |
|
|
2016
Q3 | $1K | Hold |
203
| – | – | ﹤0.01% | 1289 |
|
|
2016
Q2 | $1K | Hold |
203
| – | – | ﹤0.01% | 1221 |
|
|
2016
Q1 | $2K | Buy |
+203
| New | +$1.36K | ﹤0.01% | 999 |
|