TCI Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,000
| Closed | -$71.1K | – | 2216 |
|
|
2023
Q1 | $71.1K | Buy |
2,000
+496
| +33% | +$30.4K | 0.01% | 349 |
|
|
2022
Q4 | $89.6K | Sell |
1,504
-2
| -0.1% | -$130 | 0.01% | 284 |
|
|
2022
Q3 | $99K | Sell |
1,506
-759
| -34% | -$57.5K | 0.02% | 253 |
|
|
2022
Q2 | $160K | Sell |
2,265
-2,200
| -49% | -$168K | 0.02% | 191 |
|
|
2022
Q1 | $370K | Buy |
4,465
+500
| +13% | +$48.9K | 0.06% | 123 |
|
|
2021
Q4 | $427K | Hold |
3,965
| – | – | 0.06% | 113 |
|
|
2021
Q3 | $431K | Hold |
3,965
| – | – | 0.07% | 122 |
|
|
2021
Q2 | $368K | Hold |
3,965
| – | – | 0.06% | 138 |
|
|
2021
Q1 | $374K | Hold |
3,965
| – | – | 0.17% | 122 |
|
|
2020
Q4 | $238K | Hold |
3,965
| – | – | 0.12% | 149 |
|
|
2020
Q3 | $125K | Sell |
3,965
-3,247
| -45% | -$116K | 0.05% | 184 |
|
|
2020
Q2 | $273K | Sell |
7,212
-3,000
| -29% | -$105K | 0.12% | 121 |
|
|
2020
Q1 | $313K | Sell |
10,212
-2,909
| -22% | -$139K | 0.16% | 104 |
|
|
2019
Q4 | $748K | Sell |
13,121
-2,900
| -18% | -$148K | 0.29% | 64 |
|
|
2019
Q3 | $738K | Sell |
16,021
-2,891
| -15% | -$131K | 0.33% | 64 |
|
|
2019
Q2 | $846K | Sell |
18,912
-2,900
| -13% | -$130K | 0.39% | 57 |
|
|
2019
Q1 | $895K | Sell |
21,812
-2,900
| -12% | -$128K | 0.4% | 55 |
|
|
2018
Q4 | $976K | Buy |
24,712
+20,737
| +522% | +$980K | 0.48% | 51 |
|
|
2018
Q3 | $226K | Sell |
3,975
-1,183
| -23% | -$68.1K | 0.1% | 140 |
|
|
2018
Q2 | $292K | Buy |
5,158
+33
| +0.6% | +$1.98K | 0.13% | 115 |
|
|
2018
Q1 | $298K | Hold |
5,125
| – | – | 0.14% | 109 |
|
|
2017
Q4 | $290K | Hold |
5,125
| – | – | 0.13% | 124 |
|
|
2017
Q3 | $272K | Hold |
5,125
| – | – | 0.13% | 113 |
|
|
2017
Q2 | $252K | Sell |
5,125
-66
| -1% | -$3.14K | 0.13% | 114 |
|
|
2017
Q1 | $255K | Sell |
5,191
-400
| -7% | -$20K | 0.13% | 112 |
|
|
2016
Q4 | $272K | Buy |
5,591
+400
| +8% | +$17.2K | 0.14% | 107 |
|
|
2016
Q3 | $195K | Hold |
5,191
| – | – | 0.11% | 132 |
|
|
2016
Q2 | $169K | Buy |
5,191
+66
| +1% | +$2.32K | 0.09% | 142 |
|
|
2016
Q1 | $171K | Sell |
5,125
-70
| -1% | -$2.19K | 0.09% | 146 |
|
|
2015
Q4 | $186K | Buy |
5,195
+70
| +1% | +$2.52K | 0.1% | 139 |
|
|
2015
Q3 | $157K | Hold |
5,125
| – | – | 0.09% | 149 |
|
|
2015
Q2 | $173K | Hold |
5,125
| – | – | 0.1% | 146 |
|
|
2015
Q1 | $152K | Hold |
5,125
| – | – | 0.1% | 136 |
|
|
2014
Q4 | $142K | Hold |
5,125
| – | – | 0.09% | 149 |
|
|
2014
Q3 | $122K | Hold |
5,125
| – | – | 0.08% | 153 |
|
|
2014
Q2 | $122K | Hold |
5,125
| – | – | 0.07% | 157 |
|
|
2014
Q1 | $126K | Hold |
5,125
| – | – | 0.08% | 152 |
|
|
2013
Q4 | $122K | Hold |
5,125
| – | – | 0.08% | 150 |
|
|
2013
Q3 | $97K | Hold |
5,125
| – | – | 0.07% | 150 |
|
|
2013
Q2 | $81K | Buy |
+5,125
| New | +$74.2K | 0.06% | 172 |
|
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