TWA
TCI Wealth Advisors’s Team TISI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-455
| Closed | -$3K | – | 2553 |
|
2021
Q2 | $3K | Hold |
455
| – | – | ﹤0.01% | 1842 |
|
2021
Q1 | $5K | Hold |
455
| – | – | ﹤0.01% | 1287 |
|
2020
Q4 | $5K | Hold |
455
| – | – | ﹤0.01% | 885 |
|
2020
Q3 | $3K | Buy |
+455
| New | +$3K | ﹤0.01% | 994 |
|
2020
Q1 | – | Sell |
-130
| Closed | -$2K | – | 1749 |
|
2019
Q4 | $2K | Hold |
130
| – | – | ﹤0.01% | 1204 |
|
2019
Q3 | $2K | Hold |
130
| – | – | ﹤0.01% | 1147 |
|
2019
Q2 | $2K | Hold |
130
| – | – | ﹤0.01% | 1067 |
|
2019
Q1 | $2K | Hold |
130
| – | – | ﹤0.01% | 1081 |
|
2018
Q4 | $2K | Hold |
130
| – | – | ﹤0.01% | 1059 |
|
2018
Q3 | $3K | Hold |
130
| – | – | ﹤0.01% | 947 |
|
2018
Q2 | $3K | Hold |
130
| – | – | ﹤0.01% | 973 |
|
2018
Q1 | $2K | Hold |
130
| – | – | ﹤0.01% | 1016 |
|
2017
Q4 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 1068 |
|
2017
Q3 | – | Sell |
-22
| Closed | -$1K | – | 1384 |
|
2017
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1219 |
|
2017
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1170 |
|
2016
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1237 |
|
2016
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1222 |
|
2016
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1156 |
|
2016
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1162 |
|