TWA

TCI Wealth Advisors’s WaFd WAFD Stock Holding History

TCI Wealth Advisors’s Portfolio WAFD Stock Details WAFD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-295	Closed	-$8.89K	–	2215
2023 Q1	$8.89K	Hold	295	–	–	﹤0.01%	1161
2022 Q4	$9.9K	Hold	295	–	–	﹤0.01%	1073
2022 Q3	$9K	Sell	295 -39	-12%	-$1.19K	﹤0.01%	1111
2022 Q2	$10K	Hold	334	–	–	﹤0.01%	1038
2022 Q1	$11K	Hold	334	–	–	﹤0.01%	1072
2021 Q4	$11K	Hold	334	–	–	﹤0.01%	1125
2021 Q3	$11K	Buy	334 +171	+105%	+$5.63K	﹤0.01%	1053
2021 Q2	$5K	Buy	163 +29	+22%	+$890	﹤0.01%	1478
2021 Q1	$4K	Buy	134 +90	+205%	+$2.69K	﹤0.01%	1417
2020 Q4	$1K	Hold	44	–	–	﹤0.01%	1448
2020 Q3	$1K	Sell	44 -181	-80%	-$4.11K	﹤0.01%	1436
2020 Q2	$6K	Hold	225	–	–	﹤0.01%	694
2020 Q1	$6K	Hold	225	–	–	﹤0.01%	684
2019 Q4	$8K	Hold	225	–	–	﹤0.01%	759
2019 Q3	$8K	Hold	225	–	–	﹤0.01%	704
2019 Q2	$8K	Hold	225	–	–	﹤0.01%	679
2019 Q1	$6K	Hold	225	–	–	﹤0.01%	754
2018 Q4	$6K	Hold	225	–	–	﹤0.01%	739
2018 Q3	$7K	Buy	+225	New	+$7K	﹤0.01%	713
2018 Q2	–	Sell	-225	Closed	-$8K	–	1606
2018 Q1	$8K	Hold	225	–	–	﹤0.01%	665
2017 Q4	$8K	Hold	225	–	–	﹤0.01%	690
2017 Q3	$8K	Hold	225	–	–	﹤0.01%	650
2017 Q2	$7K	Hold	225	–	–	﹤0.01%	683
2017 Q1	$7K	Hold	225	–	–	﹤0.01%	664
2016 Q4	$8K	Hold	225	–	–	﹤0.01%	684
2016 Q3	$6K	Hold	225	–	–	﹤0.01%	705
2016 Q2	$5K	Hold	225	–	–	﹤0.01%	733
2016 Q1	$5K	Hold	225	–	–	﹤0.01%	736
2015 Q4	$5K	Hold	225	–	–	﹤0.01%	727
2015 Q3	$5K	Hold	225	–	–	﹤0.01%	644
2015 Q2	$5K	Hold	225	–	–	﹤0.01%	658
2015 Q1	$5K	Hold	225	–	–	﹤0.01%	586
2014 Q4	$5K	Hold	225	–	–	﹤0.01%	577
2014 Q3	$5K	Hold	225	–	–	﹤0.01%	577
2014 Q2	$5K	Hold	225	–	–	﹤0.01%	603
2014 Q1	$5K	Hold	225	–	–	﹤0.01%	568
2013 Q4	$5K	Hold	225	–	–	﹤0.01%	561
2013 Q3	$5K	Hold	225	–	–	﹤0.01%	497
2013 Q2	$4K	Buy	+225	New	+$4K	﹤0.01%	503