TWA
TCI Wealth Advisors’s Teekay TK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,145
| Closed | -$7.08K | – | 2046 |
|
|
2023
Q1 | $7.08K | Hold |
1,145
| – | – | ﹤0.01% | 1298 |
|
|
2022
Q4 | $5.2K | Hold |
1,145
| – | – | ﹤0.01% | 1495 |
|
|
2022
Q3 | $4K | Buy |
+1,145
| New | +$4K | ﹤0.01% | 1683 |
|
|
2022
Q1 | – | Sell |
-1,802
| Closed | -$6K | – | 2450 |
|
|
2021
Q4 | $6K | Buy |
1,802
+513
| +40% | +$1.71K | ﹤0.01% | 1578 |
|
|
2021
Q3 | $5K | Buy |
+1,289
| New | +$5K | ﹤0.01% | 1643 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | – | – | 1543 |
|
|
2019
Q1 | $0 | Buy |
+100
| New | – | ﹤0.01% | 1543 |
|
|
2018
Q4 | – | Sell |
-386
| Closed | -$3K | – | 1642 |
|
|
2018
Q3 | $3K | Sell |
386
-28
| -7% | -$218 | ﹤0.01% | 948 |
|
|
2018
Q2 | $3K | Buy |
414
+28
| +7% | +$203 | ﹤0.01% | 974 |
|
|
2018
Q1 | $3K | Hold |
386
| – | – | ﹤0.01% | 881 |
|
|
2017
Q4 | $4K | Hold |
386
| – | – | ﹤0.01% | 852 |
|
|
2017
Q3 | $3K | Hold |
386
| – | – | ﹤0.01% | 877 |
|
|
2017
Q2 | $3K | Hold |
386
| – | – | ﹤0.01% | 915 |
|
|
2017
Q1 | $4K | Hold |
386
| – | – | ﹤0.01% | 790 |
|
|
2016
Q4 | $3K | Hold |
386
| – | – | ﹤0.01% | 937 |
|
|
2016
Q3 | $3K | Hold |
386
| – | – | ﹤0.01% | 895 |
|
|
2016
Q2 | $3K | Hold |
386
| – | – | ﹤0.01% | 861 |
|
|
2016
Q1 | $3K | Buy |
+386
| New | +$3K | ﹤0.01% | 867 |
|