TCI Wealth Advisors’s Ziff Davis ZD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-50
| Closed | -$3.9K | – | 2299 |
|
2023
Q1 | $3.9K | Hold |
50
| – | – | ﹤0.01% | 1704 |
|
2022
Q4 | $3.96K | Sell |
50
-119
| -70% | -$9.41K | ﹤0.01% | 1686 |
|
2022
Q3 | $12K | Buy |
169
+3
| +2% | +$213 | ﹤0.01% | 939 |
|
2022
Q2 | $12K | Buy |
166
+120
| +261% | +$8.68K | ﹤0.01% | 923 |
|
2022
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 1812 |
|
2021
Q4 | $5K | Sell |
46
-99
| -68% | -$10.8K | ﹤0.01% | 1738 |
|
2021
Q3 | $17K | Buy |
145
+2
| +1% | +$234 | ﹤0.01% | 757 |
|
2021
Q2 | $17K | Buy |
143
+44
| +44% | +$5.23K | ﹤0.01% | 656 |
|
2021
Q1 | $10K | Buy |
99
+46
| +87% | +$4.65K | ﹤0.01% | 857 |
|
2020
Q4 | $4K | Hold |
53
| – | – | ﹤0.01% | 1007 |
|
2020
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 1018 |
|
2020
Q2 | $3K | Sell |
53
-11
| -17% | -$623 | ﹤0.01% | 973 |
|
2020
Q1 | $4K | Sell |
64
-104
| -62% | -$6.5K | ﹤0.01% | 795 |
|
2019
Q4 | $14K | Hold |
168
| – | – | 0.01% | 638 |
|
2019
Q3 | $13K | Hold |
168
| – | – | 0.01% | 582 |
|
2019
Q2 | $13K | Hold |
168
| – | – | 0.01% | 569 |
|
2019
Q1 | $13K | Hold |
168
| – | – | 0.01% | 577 |
|
2018
Q4 | $10K | Hold |
168
| – | – | ﹤0.01% | 627 |
|
2018
Q3 | $12K | Hold |
168
| – | – | 0.01% | 600 |
|
2018
Q2 | $13K | Hold |
168
| – | – | 0.01% | 597 |
|
2018
Q1 | $12K | Hold |
168
| – | – | 0.01% | 590 |
|
2017
Q4 | $11K | Hold |
168
| – | – | ﹤0.01% | 620 |
|
2017
Q3 | $11K | Hold |
168
| – | – | 0.01% | 581 |
|
2017
Q2 | $12K | Hold |
168
| – | – | 0.01% | 564 |
|
2017
Q1 | $12K | Hold |
168
| – | – | 0.01% | 550 |
|
2016
Q4 | $12K | Hold |
168
| – | – | 0.01% | 597 |
|
2016
Q3 | $10K | Hold |
168
| – | – | 0.01% | 589 |
|
2016
Q2 | $9K | Hold |
168
| – | – | 0.01% | 606 |
|
2016
Q1 | $9K | Hold |
168
| – | – | 0.01% | 616 |
|
2015
Q4 | $12K | Buy |
+168
| New | +$12K | 0.01% | 544 |
|