TWA
TCI Wealth Advisors’s StepStone Group STEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$25 | – | 1988 |
|
|
2023
Q1 | $25 | Buy |
+1
| New | +$25 | ﹤0.01% | 2480 |
|
|
2022
Q4 | – | Sell |
-118
| Closed | -$3K | – | 2645 |
|
|
2022
Q3 | $3K | Hold |
118
| – | – | ﹤0.01% | 1839 |
|
|
2022
Q2 | $3K | Buy |
+118
| New | +$3K | ﹤0.01% | 1898 |
|
|
2022
Q1 | – | Sell |
-157
| Closed | -$7K | – | 2442 |
|
|
2021
Q4 | $7K | Buy |
157
+82
| +109% | +$3.66K | ﹤0.01% | 1461 |
|
|
2021
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 2000 |
|
|
2021
Q2 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 1839 |
|