TWA
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TCI Wealth Advisors’s XPO XPO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,104
Closed -$35.2K 2285
2023
Q1
$35.2K Buy
1,104
+95
+9% +$3.03K ﹤0.01% 525
2022
Q4
$33.6K Buy
1,009
+25
+3% +$832 ﹤0.01% 513
2022
Q3
$44K Buy
984
+4
+0.4% +$179 0.01% 401
2022
Q2
$47K Buy
980
+2
+0.2% +$96 0.01% 384
2022
Q1
$71K Hold
978
0.01% 322
2021
Q4
$76K Sell
978
-82
-8% -$6.37K 0.01% 314
2021
Q3
$84K Buy
1,060
+82
+8% +$6.5K 0.01% 304
2021
Q2
$137K Hold
978
0.02% 208
2021
Q1
$121K Hold
978
0.05% 194
2020
Q4
$117K Hold
978
0.05% 189
2020
Q3
$83K Hold
978
0.03% 218
2020
Q2
$76K Hold
978
0.03% 241
2020
Q1
$48K Hold
978
0.02% 306
2019
Q4
$78K Hold
978
0.03% 295
2019
Q3
$70K Hold
978
0.03% 267
2019
Q2
$57K Hold
978
0.03% 283
2019
Q1
$53K Hold
978
0.02% 321
2018
Q4
$56K Hold
978
0.03% 289
2018
Q3
$112K Hold
978
0.05% 210
2018
Q2
$98K Sell
978
-300
-23% -$30.1K 0.04% 224
2018
Q1
$130K Hold
1,278
0.06% 188
2017
Q4
$117K Buy
1,278
+300
+31% +$27.5K 0.05% 209
2017
Q3
$66K Hold
978
0.03% 274
2017
Q2
$63K Sell
978
-300
-23% -$19.3K 0.03% 277
2017
Q1
$61K Hold
1,278
0.03% 277
2016
Q4
$55K Hold
1,278
0.03% 318
2016
Q3
$47K Hold
1,278
0.03% 309
2016
Q2
$34K Hold
1,278
0.02% 341
2016
Q1
$39K Hold
1,278
0.02% 335
2015
Q4
$35K Hold
1,278
0.02% 349
2015
Q3
$30K Hold
1,278
0.02% 345
2015
Q2
$58K Buy
1,278
+300
+31% +$13.6K 0.03% 266
2015
Q1
$44K Hold
978
0.03% 248
2014
Q4
$40K Hold
978
0.02% 268
2014
Q3
$37K Hold
978
0.02% 260
2014
Q2
$28K Buy
+978
New +$28K 0.02% 311