TWA
TXNM
TCI Wealth Advisors’s TXNM Energy, Inc. TXNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-413
| Closed | -$20.1K | – | 2322 |
|
|
2023
Q1 | $20.1K | Buy |
413
+60
| +17% | +$2.92K | ﹤0.01% | 699 |
|
|
2022
Q4 | $17.2K | Sell |
353
-1
| -0.3% | -$49 | ﹤0.01% | 764 |
|
|
2022
Q3 | $16K | Buy |
354
+2
| +0.6% | +$90 | ﹤0.01% | 784 |
|
|
2022
Q2 | $17K | Sell |
352
-2
| -0.6% | -$97 | ﹤0.01% | 719 |
|
|
2022
Q1 | $17K | Buy |
354
+33
| +10% | +$1.59K | ﹤0.01% | 782 |
|
|
2021
Q4 | $15K | Sell |
321
-150
| -32% | -$7.01K | ﹤0.01% | 891 |
|
|
2021
Q3 | $23K | Buy |
471
+189
| +67% | +$9.23K | ﹤0.01% | 626 |
|
|
2021
Q2 | $14K | Buy |
282
+17
| +6% | +$844 | ﹤0.01% | 750 |
|
|
2021
Q1 | $13K | Buy |
265
+67
| +34% | +$3.29K | 0.01% | 717 |
|
|
2020
Q4 | $10K | Sell |
198
-2,264
| -92% | -$114K | ﹤0.01% | 637 |
|
|
2020
Q3 | $102K | Hold |
2,462
| – | – | 0.04% | 190 |
|
|
2020
Q2 | $95K | Hold |
2,462
| – | – | 0.04% | 207 |
|
|
2020
Q1 | $94K | Sell |
2,462
-224
| -8% | -$8.55K | 0.05% | 202 |
|
|
2019
Q4 | $136K | Sell |
2,686
-108
| -4% | -$5.47K | 0.05% | 211 |
|
|
2019
Q3 | $146K | Buy |
2,794
+27
| +1% | +$1.41K | 0.06% | 169 |
|
|
2019
Q2 | $141K | Hold |
2,767
| – | – | 0.06% | 171 |
|
|
2019
Q1 | $131K | Hold |
2,767
| – | – | 0.06% | 188 |
|
|
2018
Q4 | $114K | Hold |
2,767
| – | – | 0.06% | 191 |
|
|
2018
Q3 | $109K | Hold |
2,767
| – | – | 0.05% | 216 |
|
|
2018
Q2 | $108K | Hold |
2,767
| – | – | 0.05% | 208 |
|
|
2018
Q1 | $106K | Sell |
2,767
-31
| -1% | -$1.19K | 0.05% | 209 |
|
|
2017
Q4 | $113K | Hold |
2,798
| – | – | 0.05% | 218 |
|
|
2017
Q3 | $113K | Hold |
2,798
| – | – | 0.06% | 191 |
|
|
2017
Q2 | $107K | Hold |
2,798
| – | – | 0.05% | 192 |
|
|
2017
Q1 | $104K | Hold |
2,798
| – | – | 0.05% | 204 |
|
|
2016
Q4 | $96K | Hold |
2,798
| – | – | 0.05% | 232 |
|
|
2016
Q3 | $92K | Hold |
2,798
| – | – | 0.05% | 220 |
|
|
2016
Q2 | $99K | Hold |
2,798
| – | – | 0.05% | 207 |
|
|
2016
Q1 | $94K | Sell |
2,798
-129
| -4% | -$4.33K | 0.05% | 212 |
|
|
2015
Q4 | $89K | Hold |
2,927
| – | – | 0.05% | 219 |
|
|
2015
Q3 | $82K | Hold |
2,927
| – | – | 0.05% | 219 |
|
|
2015
Q2 | $72K | Sell |
2,927
-88
| -3% | -$2.17K | 0.04% | 231 |
|
|
2015
Q1 | $88K | Sell |
3,015
-963
| -24% | -$28.1K | 0.06% | 185 |
|
|
2014
Q4 | $118K | Sell |
3,978
-222
| -5% | -$6.59K | 0.07% | 164 |
|
|
2014
Q3 | $105K | Hold |
4,200
| – | – | 0.07% | 165 |
|
|
2014
Q2 | $123K | Hold |
4,200
| – | – | 0.07% | 154 |
|
|
2014
Q1 | $114K | Hold |
4,200
| – | – | 0.07% | 157 |
|
|
2013
Q4 | $101K | Hold |
4,200
| – | – | 0.06% | 162 |
|
|
2013
Q3 | $95K | Hold |
4,200
| – | – | 0.07% | 154 |
|
|
2013
Q2 | $93K | Buy |
+4,200
| New | +$93K | 0.07% | 160 |
|