TWA
TCI Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-145
| Closed | -$15.9K | – | 1979 |
|
|
2023
Q1 | $15.9K | Hold |
145
| – | – | ﹤0.01% | 825 |
|
|
2022
Q4 | $12.9K | Buy |
145
+108
| +292% | +$9.58K | ﹤0.01% | 905 |
|
|
2022
Q3 | $3K | Buy |
37
+2
| +6% | +$162 | ﹤0.01% | 1838 |
|
|
2022
Q2 | $4K | Sell |
35
-110
| -76% | -$12.6K | ﹤0.01% | 1695 |
|
|
2022
Q1 | $16K | Buy |
145
+31
| +27% | +$3.42K | ﹤0.01% | 812 |
|
|
2021
Q4 | $16K | Hold |
114
| – | – | ﹤0.01% | 839 |
|
|
2021
Q3 | $12K | Sell |
114
-18
| -14% | -$1.9K | ﹤0.01% | 980 |
|
|
2021
Q2 | $15K | Buy |
132
+53
| +67% | +$6.02K | ﹤0.01% | 709 |
|
|
2021
Q1 | $8K | Buy |
79
+26
| +49% | +$2.63K | ﹤0.01% | 986 |
|
|
2020
Q4 | $5K | Sell |
53
-1,000
| -95% | -$94.3K | ﹤0.01% | 880 |
|
|
2020
Q3 | $102K | Hold |
1,053
| – | – | 0.04% | 189 |
|
|
2020
Q2 | $89K | Hold |
1,053
| – | – | 0.04% | 215 |
|
|
2020
Q1 | $65K | Buy |
1,053
+53
| +5% | +$3.27K | 0.03% | 259 |
|
|
2019
Q4 | $80K | Hold |
1,000
| – | – | 0.03% | 294 |
|
|
2019
Q3 | $69K | Hold |
1,000
| – | – | 0.03% | 269 |
|
|
2019
Q2 | $66K | Buy |
+1,000
| New | +$66K | 0.03% | 265 |
|