TWA
TCI Wealth Advisors’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-588
| Closed | -$3.33K | – | 1989 |
|
|
2023
Q1 | $3.33K | Buy |
588
+149
| +34% | +$845 | ﹤0.01% | 1790 |
|
|
2022
Q4 | $3.93K | Sell |
439
-68
| -13% | -$608 | ﹤0.01% | 1690 |
|
|
2022
Q3 | $7K | Buy |
507
+68
| +15% | +$939 | ﹤0.01% | 1291 |
|
|
2022
Q2 | $3K | Buy |
439
+431
| +5,388% | +$2.95K | ﹤0.01% | 1899 |
|
|
2022
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 2443 |
|
|
2021
Q4 | $0 | Sell |
8
-153
| -95% | – | ﹤0.01% | 2500 |
|
|
2021
Q3 | $4K | Buy |
161
+148
| +1,138% | +$3.68K | ﹤0.01% | 1803 |
|
|
2021
Q2 | $0 | Sell |
13
-12
| -48% | – | ﹤0.01% | 2428 |
|
|
2021
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2093 |
|