TCI Wealth Advisors’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-105
| Closed | -$8.89K | – | 2245 |
|
|
2023
Q1 | $8.89K | Sell |
105
-24
| -19% | -$2.03K | ﹤0.01% | 1160 |
|
|
2022
Q4 | $10.6K | Buy |
129
+24
| +23% | +$1.98K | ﹤0.01% | 1036 |
|
|
2022
Q3 | $7K | Buy |
105
+1
| +1% | +$67 | ﹤0.01% | 1301 |
|
|
2022
Q2 | $8K | Hold |
104
| – | – | ﹤0.01% | 1191 |
|
|
2022
Q1 | $7K | Hold |
104
| – | – | ﹤0.01% | 1364 |
|
|
2021
Q4 | $7K | Buy |
104
+10
| +11% | +$673 | ﹤0.01% | 1470 |
|
|
2021
Q3 | $5K | Buy |
94
+47
| +100% | +$2.5K | ﹤0.01% | 1652 |
|
|
2021
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 2098 |
|
|
2021
Q1 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 1588 |
|
|
2020
Q1 | – | Sell |
-21
| Closed | -$1K | – | 1774 |
|
|
2019
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1453 |
|