TWA

TCI Wealth Advisors’s LendingTree TREE Stock Holding History

TCI Wealth Advisors’s Portfolio TREE Stock Details TREE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-164	Closed	-$4.37K	–	2070
2023 Q1	$4.37K	Hold	164	–	–	﹤0.01%	1620
2022 Q4	$3.5K	Buy	164 +125	+321%	+$2.67K	﹤0.01%	1761
2022 Q3	$1K	Buy	39 +16	+70%	+$410	﹤0.01%	2167
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	2211
2022 Q1	$3K	Hold	23	–	–	﹤0.01%	1922
2021 Q4	$3K	Sell	23 -23	-50%	-$3K	﹤0.01%	2039
2021 Q3	$6K	Sell	46 -3	-6%	-$391	﹤0.01%	1502
2021 Q2	$10K	Buy	49 +18	+58%	+$3.67K	﹤0.01%	964
2021 Q1	$7K	Hold	31	–	–	﹤0.01%	1068
2020 Q4	$8K	Hold	31	–	–	﹤0.01%	699
2020 Q3	$10K	Hold	31	–	–	﹤0.01%	576
2020 Q2	$9K	Hold	31	–	–	﹤0.01%	597
2020 Q1	$6K	Hold	31	–	–	﹤0.01%	680
2019 Q4	$9K	Hold	31	–	–	﹤0.01%	729
2019 Q3	$10K	Hold	31	–	–	﹤0.01%	648
2019 Q2	$13K	Hold	31	–	–	0.01%	568
2019 Q1	$11K	Hold	31	–	–	﹤0.01%	612
2018 Q4	$7K	Hold	31	–	–	﹤0.01%	706
2018 Q3	$7K	Hold	31	–	–	﹤0.01%	710
2018 Q2	$7K	Hold	31	–	–	﹤0.01%	715
2018 Q1	$10K	Hold	31	–	–	﹤0.01%	625
2017 Q4	$11K	Hold	31	–	–	﹤0.01%	615
2017 Q3	$8K	Sell	31 -2	-6%	-$516	﹤0.01%	648
2017 Q2	$6K	Sell	33 -9	-21%	-$1.64K	﹤0.01%	724
2017 Q1	$5K	Buy	42 +6	+17%	+$714	﹤0.01%	729
2016 Q4	$4K	Hold	36	–	–	﹤0.01%	853
2016 Q3	$3K	Sell	36 -14	-28%	-$1.17K	﹤0.01%	896
2016 Q2	$4K	Hold	50	–	–	﹤0.01%	795
2016 Q1	$5K	Hold	50	–	–	﹤0.01%	734
2015 Q4	$4K	Hold	50	–	–	﹤0.01%	761
2015 Q3	$5K	Sell	50 -12	-19%	-$1.2K	﹤0.01%	642
2015 Q2	$5K	Hold	62	–	–	﹤0.01%	656
2015 Q1	$3K	Hold	62	–	–	﹤0.01%	688
2014 Q4	$3K	Hold	62	–	–	﹤0.01%	685
2014 Q3	$2K	Hold	62	–	–	﹤0.01%	759
2014 Q2	$2K	Hold	62	–	–	﹤0.01%	780
2014 Q1	$2K	Hold	62	–	–	﹤0.01%	742
2013 Q4	$2K	Hold	62	–	–	﹤0.01%	727
2013 Q3	$2K	Hold	62	–	–	﹤0.01%	652
2013 Q2	$1K	Buy	+62	New	+$1K	﹤0.01%	666