TWA
TCI Wealth Advisors’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-59
| Closed | -$6.04K | – | 2237 |
|
|
2023
Q1 | $6.04K | Buy |
59
+1
| +2% | +$102 | ﹤0.01% | 1399 |
|
|
2022
Q4 | $4.87K | Buy |
+58
| New | +$4.87K | ﹤0.01% | 1538 |
|
|
2022
Q3 | – | Sell |
-110
| Closed | -$7K | – | 2615 |
|
|
2022
Q2 | $7K | Sell |
110
-76
| -41% | -$4.84K | ﹤0.01% | 1298 |
|
|
2022
Q1 | $22K | Buy |
186
+84
| +82% | +$9.94K | ﹤0.01% | 667 |
|
|
2021
Q4 | $13K | Buy |
102
+9
| +10% | +$1.15K | ﹤0.01% | 993 |
|
|
2021
Q3 | $13K | Hold |
93
| – | – | ﹤0.01% | 926 |
|
|
2021
Q2 | $10K | Buy |
93
+49
| +111% | +$5.27K | ﹤0.01% | 974 |
|
|
2021
Q1 | $4K | Buy |
+44
| New | +$4K | ﹤0.01% | 1419 |
|