TWA
TCI Wealth Advisors’s V2X VVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9
| Closed | -$358 | – | 2208 |
|
|
2023
Q1 | $358 | Buy |
+9
| New | +$358 | ﹤0.01% | 2268 |
|
|
2022
Q2 | – | Sell |
-128
| Closed | -$5K | – | 2536 |
|
|
2022
Q1 | $5K | Buy |
+128
| New | +$5K | ﹤0.01% | 1614 |
|
|
2021
Q4 | – | Sell |
-78
| Closed | -$4K | – | 2528 |
|
|
2021
Q3 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 1819 |
|
|
2020
Q3 | – | Sell |
-9
| Closed | – | – | 1650 |
|
|
2020
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1660 |
|
|
2018
Q3 | – | Sell |
-12
| Closed | – | – | 1584 |
|
|
2018
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1605 |
|
|
2015
Q4 | – | Sell |
-33
| Closed | -$1K | – | 1091 |
|
|
2015
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 926 |
|
|
2015
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 915 |
|
|
2015
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 836 |
|
|
2014
Q4 | $1K | Buy |
33
+25
| +313% | +$758 | ﹤0.01% | 837 |
|
|
2014
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 920 |
|