TWA
TCI Wealth Advisors’s WESCO International WCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-436
| Closed | -$67.4K | – | 2219 |
|
|
2023
Q1 | $67.4K | Buy |
436
+1
| +0.2% | +$155 | 0.01% | 363 |
|
|
2022
Q4 | $54.5K | Buy |
435
+1
| +0.2% | +$125 | 0.01% | 386 |
|
|
2022
Q3 | $52K | Sell |
434
-3
| -0.7% | -$359 | 0.01% | 361 |
|
|
2022
Q2 | $47K | Sell |
437
-59
| -12% | -$6.35K | 0.01% | 383 |
|
|
2022
Q1 | $65K | Sell |
496
-10
| -2% | -$1.31K | 0.01% | 342 |
|
|
2021
Q4 | $67K | Buy |
506
+51
| +11% | +$6.75K | 0.01% | 343 |
|
|
2021
Q3 | $52K | Buy |
455
+32
| +8% | +$3.66K | 0.01% | 394 |
|
|
2021
Q2 | $43K | Buy |
423
+24
| +6% | +$2.44K | 0.01% | 409 |
|
|
2021
Q1 | $35K | Buy |
399
+101
| +34% | +$8.86K | 0.01% | 420 |
|
|
2020
Q4 | $23K | Sell |
298
-551
| -65% | -$42.5K | 0.01% | 450 |
|
|
2020
Q3 | $37K | Buy |
849
+62
| +8% | +$2.7K | 0.01% | 342 |
|
|
2020
Q2 | $28K | Buy |
787
+647
| +462% | +$23K | 0.01% | 382 |
|
|
2020
Q1 | $3K | Buy |
+140
| New | +$3K | ﹤0.01% | 922 |
|
|
2019
Q3 | – | Sell |
-8
| Closed | – | – | 1638 |
|
|
2019
Q2 | $0 | Sell |
8
-5
| -38% | – | ﹤0.01% | 1559 |
|
|
2019
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1319 |
|
|
2018
Q4 | $1K | Sell |
13
-8
| -38% | -$615 | ﹤0.01% | 1322 |
|
|
2018
Q3 | $1K | Sell |
21
-18
| -46% | -$857 | ﹤0.01% | 1334 |
|
|
2018
Q2 | $2K | Buy |
39
+26
| +200% | +$1.33K | ﹤0.01% | 1160 |
|
|
2018
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1239 |
|
|
2017
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1282 |
|
|
2017
Q3 | $1K | Sell |
13
-3
| -19% | -$231 | ﹤0.01% | 1216 |
|
|
2017
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1236 |
|
|
2017
Q1 | $1K | Buy |
16
+3
| +23% | +$188 | ﹤0.01% | 1183 |
|
|
2016
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1251 |
|
|
2016
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1239 |
|
|
2016
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1175 |
|
|
2016
Q1 | $1K | Sell |
13
-12
| -48% | -$923 | ﹤0.01% | 1174 |
|
|
2015
Q4 | $1K | Sell |
25
-10
| -29% | -$400 | ﹤0.01% | 976 |
|
|
2015
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 826 |
|
|
2015
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 831 |
|
|
2015
Q1 | $2K | Sell |
35
-12
| -26% | -$686 | ﹤0.01% | 759 |
|
|
2014
Q4 | $4K | Hold |
47
| – | – | ﹤0.01% | 619 |
|
|
2014
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 626 |
|
|
2014
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 657 |
|
|
2014
Q1 | $4K | Hold |
47
| – | – | ﹤0.01% | 616 |
|
|
2013
Q4 | $4K | Hold |
47
| – | – | ﹤0.01% | 608 |
|
|
2013
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 533 |
|
|
2013
Q2 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 549 |
|