TWA
TCI Wealth Advisors’s Cactus WHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-302
| Closed | -$12.5K | – | 2234 |
|
|
2023
Q1 | $12.5K | Hold |
302
| – | – | ﹤0.01% | 949 |
|
|
2022
Q4 | $15.2K | Hold |
302
| – | – | ﹤0.01% | 827 |
|
|
2022
Q3 | $12K | Buy |
302
+37
| +14% | +$1.47K | ﹤0.01% | 936 |
|
|
2022
Q2 | $11K | Sell |
265
-254
| -49% | -$10.5K | ﹤0.01% | 975 |
|
|
2022
Q1 | $29K | Sell |
519
-128
| -20% | -$7.15K | ﹤0.01% | 553 |
|
|
2021
Q4 | $25K | Buy |
647
+382
| +144% | +$14.8K | ﹤0.01% | 620 |
|
|
2021
Q3 | $10K | Buy |
265
+158
| +148% | +$5.96K | ﹤0.01% | 1111 |
|
|
2021
Q2 | $4K | Buy |
107
+16
| +18% | +$598 | ﹤0.01% | 1633 |
|
|
2021
Q1 | $3K | Buy |
91
+65
| +250% | +$2.14K | ﹤0.01% | 1587 |
|
|
2020
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1450 |
|
|
2020
Q3 | $0 | Hold |
26
| – | – | ﹤0.01% | 1652 |
|
|
2020
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1370 |
|
|
2019
Q4 | – | Sell |
-29
| Closed | -$1K | – | 1689 |
|
|
2019
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1402 |
|
|
2018
Q3 | – | Sell |
-8
| Closed | – | – | 1587 |
|
|
2018
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1607 |
|