Wealthspire Advisors (Maryland)’s TXNM Energy, Inc. TXNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-113
| Closed | -$5K | – | 2153 |
|
|
2019
Q1 | $5K | Hold |
113
| – | – | ﹤0.01% | 1858 |
|
|
2018
Q4 | $5K | Sell |
113
-9
| -7% | -$398 | ﹤0.01% | 1765 |
|
|
2018
Q3 | $5K | Buy |
122
+9
| +8% | +$369 | ﹤0.01% | 1839 |
|
|
2018
Q2 | $4K | Hold |
113
| – | – | ﹤0.01% | 1919 |
|
|
2018
Q1 | $4K | Buy |
113
+105
| +1,313% | +$3.72K | ﹤0.01% | 1946 |
|
|
2017
Q4 | $0 | Sell |
8
-1,177
| -99% | – | ﹤0.01% | 2629 |
|
|
2017
Q3 | $48K | Sell |
1,185
-52
| -4% | -$2.11K | 0.01% | 1002 |
|
|
2017
Q2 | $47K | Buy |
+1,237
| New | +$47K | 0.01% | 974 |
|