TWA
TCI Wealth Advisors’s SunCoke Energy SXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-615
| Closed | -$5.52K | – | 2005 |
|
|
2023
Q1 | $5.52K | Buy |
615
+57
| +10% | +$512 | ﹤0.01% | 1459 |
|
|
2022
Q4 | $4.82K | Hold |
558
| – | – | ﹤0.01% | 1550 |
|
|
2022
Q3 | $3K | Hold |
558
| – | – | ﹤0.01% | 1841 |
|
|
2022
Q2 | $4K | Hold |
558
| – | – | ﹤0.01% | 1696 |
|
|
2022
Q1 | $5K | Hold |
558
| – | – | ﹤0.01% | 1597 |
|
|
2021
Q4 | $4K | Buy |
558
+175
| +46% | +$1.25K | ﹤0.01% | 1899 |
|
|
2021
Q3 | $2K | Buy |
383
+104
| +37% | +$543 | ﹤0.01% | 2165 |
|
|
2021
Q2 | $2K | Buy |
+279
| New | +$2K | ﹤0.01% | 2077 |
|
|
2020
Q1 | – | Sell |
-152
| Closed | -$1K | – | 1740 |
|
|
2019
Q4 | $1K | Hold |
152
| – | – | ﹤0.01% | 1435 |
|
|
2019
Q3 | $1K | Hold |
152
| – | – | ﹤0.01% | 1382 |
|
|
2019
Q2 | $1K | Hold |
152
| – | – | ﹤0.01% | 1299 |
|
|
2019
Q1 | $1K | Hold |
152
| – | – | ﹤0.01% | 1300 |
|
|
2018
Q4 | $1K | Hold |
152
| – | – | ﹤0.01% | 1297 |
|
|
2018
Q3 | $2K | Hold |
152
| – | – | ﹤0.01% | 1076 |
|
|
2018
Q2 | $2K | Hold |
152
| – | – | ﹤0.01% | 1142 |
|
|
2018
Q1 | $2K | Hold |
152
| – | – | ﹤0.01% | 1014 |
|
|
2017
Q4 | $2K | Hold |
152
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q3 | $1K | Hold |
152
| – | – | ﹤0.01% | 1202 |
|
|
2017
Q2 | $2K | Hold |
152
| – | – | ﹤0.01% | 1026 |
|
|
2017
Q1 | $1K | Hold |
152
| – | – | ﹤0.01% | 1167 |
|
|
2016
Q4 | $2K | Hold |
152
| – | – | ﹤0.01% | 1050 |
|
|
2016
Q3 | $1K | Hold |
152
| – | – | ﹤0.01% | 1217 |
|
|
2016
Q2 | $1K | Hold |
152
| – | – | ﹤0.01% | 1153 |
|
|
2016
Q1 | $1K | Buy |
+152
| New | +$1K | ﹤0.01% | 1159 |
|