TWA
TCI Wealth Advisors’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-943
| Closed | -$5.53K | – | 2261 |
|
|
2023
Q1 | $5.53K | Hold |
943
| – | – | ﹤0.01% | 1457 |
|
|
2022
Q4 | $5.14K | Hold |
943
| – | – | ﹤0.01% | 1508 |
|
|
2022
Q3 | $4K | Hold |
943
| – | – | ﹤0.01% | 1700 |
|
|
2022
Q2 | $5K | Hold |
943
| – | – | ﹤0.01% | 1549 |
|
|
2022
Q1 | $6K | Sell |
943
-691
| -42% | -$4.4K | ﹤0.01% | 1476 |
|
|
2021
Q4 | $10K | Buy |
1,634
+50
| +3% | +$306 | ﹤0.01% | 1205 |
|
|
2021
Q3 | $9K | Buy |
1,584
+348
| +28% | +$1.98K | ﹤0.01% | 1191 |
|
|
2021
Q2 | $8K | Buy |
1,236
+293
| +31% | +$1.9K | ﹤0.01% | 1135 |
|
|
2021
Q1 | $6K | Hold |
943
| – | – | ﹤0.01% | 1166 |
|
|
2020
Q4 | $5K | Hold |
943
| – | – | ﹤0.01% | 894 |
|
|
2020
Q3 | $3K | Buy |
943
+239
| +34% | +$760 | ﹤0.01% | 1012 |
|
|
2020
Q2 | $2K | Buy |
+704
| New | +$2K | ﹤0.01% | 1136 |
|
|
2019
Q3 | – | Sell |
-123
| Closed | -$1K | – | 1641 |
|
|
2019
Q2 | $1K | Hold |
123
| – | – | ﹤0.01% | 1324 |
|
|
2019
Q1 | $1K | Hold |
123
| – | – | ﹤0.01% | 1324 |
|
|
2018
Q4 | $1K | Buy |
+123
| New | +$1K | ﹤0.01% | 1328 |
|
|
2016
Q2 | – | Sell |
-54
| Closed | -$1K | – | 1384 |
|
|
2016
Q1 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 1177 |
|