TCI Wealth Advisors’s Tvardi Therapeutics, Inc. Common Stock TVRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20
| Closed | -$3.58K | – | 2336 |
|
|
2023
Q1 | $3.58K | Buy |
20
+18
| +900% | +$3.22K | ﹤0.01% | 1746 |
|
|
2022
Q4 | $806 | Hold |
2
| – | – | ﹤0.01% | 2146 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 2194 |
|
|
2022
Q2 | $1K | Sell |
2
-7
| -78% | -$3.5K | ﹤0.01% | 2223 |
|
|
2022
Q1 | $4K | Hold |
9
| – | – | ﹤0.01% | 1815 |
|
|
2021
Q4 | $4K | Hold |
9
| – | – | ﹤0.01% | 1929 |
|
|
2021
Q3 | $5K | Buy |
9
+7
| +350% | +$3.89K | ﹤0.01% | 1656 |
|
|
2021
Q2 | $1K | Sell |
2
-3
| -60% | -$1.5K | ﹤0.01% | 2253 |
|
|
2021
Q1 | $4K | Hold |
5
| – | – | ﹤0.01% | 1425 |
|
|
2020
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 1191 |
|
|
2020
Q2 | $3K | Hold |
5
| – | – | ﹤0.01% | 975 |
|
|
2020
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1120 |
|
|
2019
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q3 | $3K | Hold |
5
| – | – | ﹤0.01% | 997 |
|
|
2019
Q2 | $4K | Hold |
5
| – | – | ﹤0.01% | 847 |
|
|
2019
Q1 | $3K | Hold |
5
| – | – | ﹤0.01% | 951 |
|
|
2018
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 1070 |
|
|
2018
Q3 | $4K | Hold |
5
| – | – | ﹤0.01% | 858 |
|
|
2018
Q2 | $3K | Hold |
5
| – | – | ﹤0.01% | 984 |
|
|
2018
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1030 |
|
|
2017
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q3 | $2K | Buy |
5
+3
| +150% | +$1.2K | ﹤0.01% | 1012 |
|
|
2017
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 1245 |
|
|
2017
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1191 |
|