TWA
XL
TCI Wealth Advisors’s XL Group Ltd. XL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-352
| Closed | -$20K | – | 1681 |
|
|
2018
Q2 | $20K | Hold |
352
| – | – | 0.01% | 494 |
|
|
2018
Q1 | $19K | Hold |
352
| – | – | 0.01% | 497 |
|
|
2017
Q4 | $12K | Hold |
352
| – | – | 0.01% | 595 |
|
|
2017
Q3 | $14K | Sell |
352
-21
| -6% | -$835 | 0.01% | 538 |
|
|
2017
Q2 | $16K | Hold |
373
| – | – | 0.01% | 505 |
|
|
2017
Q1 | $15K | Hold |
373
| – | – | 0.01% | 509 |
|
|
2016
Q4 | $14K | Hold |
373
| – | – | 0.01% | 567 |
|
|
2016
Q3 | $13K | Hold |
373
| – | – | 0.01% | 528 |
|
|
2016
Q2 | $12K | Hold |
373
| – | – | 0.01% | 532 |
|
|
2016
Q1 | $14K | Sell |
373
-140
| -27% | -$5.26K | 0.01% | 512 |
|
|
2015
Q4 | $20K | Buy |
513
+199
| +63% | +$7.76K | 0.01% | 444 |
|
|
2015
Q3 | $11K | Hold |
314
| – | – | 0.01% | 505 |
|
|
2015
Q2 | $12K | Hold |
314
| – | – | 0.01% | 496 |
|
|
2015
Q1 | $12K | Hold |
314
| – | – | 0.01% | 432 |
|
|
2014
Q4 | $11K | Hold |
314
| – | – | 0.01% | 443 |
|
|
2014
Q3 | $10K | Hold |
314
| – | – | 0.01% | 454 |
|
|
2014
Q2 | $10K | Hold |
314
| – | – | 0.01% | 467 |
|
|
2014
Q1 | $10K | Buy |
+314
| New | +$10K | 0.01% | 434 |
|