TWA
TCI Wealth Advisors’s TrueCar TRUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-878
| Closed | -$2K | – | 2586 |
|
|
2022
Q2 | $2K | Buy |
+878
| New | +$2K | ﹤0.01% | 2055 |
|
|
2021
Q4 | – | Sell |
-844
| Closed | -$4K | – | 2511 |
|
|
2021
Q3 | $4K | Buy |
844
+689
| +445% | +$3.27K | ﹤0.01% | 1809 |
|
|
2021
Q2 | $1K | Buy |
+155
| New | +$1K | ﹤0.01% | 2243 |
|
|
2016
Q4 | – | Sell |
-4,000
| Closed | -$38K | – | 1453 |
|
|
2016
Q3 | $38K | Hold |
4,000
| – | – | 0.02% | 332 |
|
|
2016
Q2 | $31K | Hold |
4,000
| – | – | 0.02% | 353 |
|
|
2016
Q1 | $22K | Hold |
4,000
| – | – | 0.01% | 428 |
|
|
2015
Q4 | $38K | Sell |
4,000
-17,000
| -81% | -$162K | 0.02% | 336 |
|
|
2015
Q3 | $109K | Buy |
21,000
+19,000
| +950% | +$98.6K | 0.07% | 184 |
|
|
2015
Q2 | $24K | Hold |
2,000
| – | – | 0.01% | 371 |
|
|
2015
Q1 | $36K | Hold |
2,000
| – | – | 0.02% | 271 |
|
|
2014
Q4 | $46K | Buy |
+2,000
| New | +$46K | 0.03% | 255 |
|
|
2014
Q3 | – | Sell |
-1,100
| Closed | -$16K | – | 917 |
|
|
2014
Q2 | $16K | Buy |
+1,100
| New | +$16K | 0.01% | 383 |
|