TCI Wealth Advisors’s Viking Therapeutics VKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-300
| Closed | -$5K | – | 2172 |
|
|
2023
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 1531 |
|
|
2022
Q4 | $2.82K | Hold |
300
| – | – | ﹤0.01% | 1886 |
|
|
2022
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 2177 |
|
|
2022
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 2215 |
|
|
2022
Q1 | $1K | Sell |
300
-840
| -74% | -$2.8K | ﹤0.01% | 2159 |
|
|
2021
Q4 | $5K | Buy |
1,140
+840
| +280% | +$3.68K | ﹤0.01% | 1731 |
|
|
2021
Q3 | $2K | Hold |
300
| – | – | ﹤0.01% | 2172 |
|
|
2021
Q2 | $2K | Sell |
300
-100
| -25% | -$667 | ﹤0.01% | 2094 |
|
|
2021
Q1 | $3K | Hold |
400
| – | – | ﹤0.01% | 1585 |
|
|
2020
Q4 | $2K | Sell |
400
-100
| -20% | -$500 | ﹤0.01% | 1264 |
|
|
2020
Q3 | $3K | Sell |
500
-400
| -44% | -$2.4K | ﹤0.01% | 1006 |
|
|
2020
Q2 | $6K | Hold |
900
| – | – | ﹤0.01% | 693 |
|
|
2020
Q1 | $4K | Hold |
900
| – | – | ﹤0.01% | 791 |
|
|
2019
Q4 | $7K | Sell |
900
-300
| -25% | -$2.33K | ﹤0.01% | 788 |
|
|
2019
Q3 | $8K | Buy |
1,200
+100
| +9% | +$667 | ﹤0.01% | 703 |
|
|
2019
Q2 | $9K | Sell |
1,100
-100
| -8% | -$818 | ﹤0.01% | 656 |
|
|
2019
Q1 | $12K | Sell |
1,200
-300
| -20% | -$3K | 0.01% | 597 |
|
|
2018
Q4 | $11K | Buy |
1,500
+300
| +25% | +$2.2K | 0.01% | 601 |
|
|
2018
Q3 | $21K | Buy |
1,200
+400
| +50% | +$7K | 0.01% | 487 |
|
|
2018
Q2 | $8K | Buy |
800
+500
| +167% | +$5K | ﹤0.01% | 691 |
|
|
2018
Q1 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 1233 |
|