TWA
TCI Wealth Advisors’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-49
| Closed | -$9.37K | – | 1987 |
|
|
2023
Q1 | $9.37K | Sell |
49
-25
| -34% | -$4.78K | ﹤0.01% | 1130 |
|
|
2022
Q4 | $13.7K | Buy |
74
+31
| +72% | +$5.73K | ﹤0.01% | 876 |
|
|
2022
Q3 | $7K | Buy |
43
+3
| +8% | +$488 | ﹤0.01% | 1290 |
|
|
2022
Q2 | $8K | Hold |
40
| – | – | ﹤0.01% | 1182 |
|
|
2022
Q1 | $10K | Hold |
40
| – | – | ﹤0.01% | 1121 |
|
|
2021
Q4 | $10K | Hold |
40
| – | – | ﹤0.01% | 1198 |
|
|
2021
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 1281 |
|
|
2021
Q2 | $8K | Buy |
40
+8
| +25% | +$1.6K | ﹤0.01% | 1120 |
|
|
2021
Q1 | $6K | Buy |
32
+5
| +19% | +$938 | ﹤0.01% | 1160 |
|
|
2020
Q4 | $5K | Hold |
27
| – | – | ﹤0.01% | 881 |
|
|
2020
Q3 | $5K | Buy |
27
+7
| +35% | +$1.3K | ﹤0.01% | 774 |
|
|
2020
Q2 | $3K | Buy |
20
+13
| +186% | +$1.95K | ﹤0.01% | 952 |
|
|
2020
Q1 | $1K | Buy |
7
+4
| +133% | +$571 | ﹤0.01% | 1335 |
|
|
2019
Q4 | $0 | Sell |
3
-46
| -94% | – | ﹤0.01% | 1669 |
|
|
2019
Q3 | $7K | Buy |
49
+46
| +1,533% | +$6.57K | ﹤0.01% | 734 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1538 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1537 |
|
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1632 |
|
|
2018
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1561 |
|
|
2018
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1590 |
|