TCI Wealth Advisors’s Ziff Davis ZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | 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% | -$9.57K | ﹤0.01% | 1686 |
|
|
2022
Q3 | $12K | Buy |
169
+3
| +2% | +$236 | ﹤0.01% | 939 |
|
|
2022
Q2 | $12K | Buy |
166
+120
| +261% | +$9.95K | ﹤0.01% | 924 |
|
|
2022
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 1812 |
|
|
2021
Q4 | $5K | Sell |
46
-99
| -68% | -$11.7K | ﹤0.01% | 1738 |
|
|
2021
Q3 | $17K | Buy |
145
+2
| +1% | +$240 | ﹤0.01% | 772 |
|
|
2021
Q2 | $17K | Buy |
143
+44
| +44% | +$4.83K | ﹤0.01% | 674 |
|
|
2021
Q1 | $10K | Buy |
99
+46
| +87% | +$4.33K | ﹤0.01% | 875 |
|
|
2020
Q4 | $4K | Hold |
53
| – | – | ﹤0.01% | 1031 |
|
|
2020
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q2 | $3K | Sell |
53
-11
| -17% | -$719 | ﹤0.01% | 985 |
|
|
2020
Q1 | $4K | Sell |
64
-104
| -62% | -$8.12K | ﹤0.01% | 805 |
|
|
2019
Q4 | $14K | Hold |
168
| – | – | 0.01% | 642 |
|
|
2019
Q3 | $13K | Hold |
168
| – | – | 0.01% | 586 |
|
|
2019
Q2 | $13K | Hold |
168
| – | – | 0.01% | 573 |
|
|
2019
Q1 | $13K | Hold |
168
| – | – | 0.01% | 583 |
|
|
2018
Q4 | $10K | Hold |
168
| – | – | 0.01% | 635 |
|
|
2018
Q3 | $12K | Hold |
168
| – | – | 0.01% | 610 |
|
|
2018
Q2 | $13K | Hold |
168
| – | – | 0.01% | 597 |
|
|
2018
Q1 | $12K | Hold |
168
| – | – | 0.01% | 593 |
|
|
2017
Q4 | $11K | Hold |
168
| – | – | ﹤0.01% | 620 |
|
|
2017
Q3 | $11K | Hold |
168
| – | – | 0.01% | 582 |
|
|
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 | +$11.4K | 0.01% | 544 |
|
Other funds holding ZD
ACH
RA
