AE Wealth Management’s Taylor Morrison TMHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,599
| Closed | -$419K | – | 2066 |
|
|
2023
Q2 | $419K | Buy |
8,599
+2,322
| +37% | +$113K | ﹤0.01% | 1470 |
|
|
2023
Q1 | $240K | Buy |
+6,277
| New | +$240K | ﹤0.01% | 1647 |
|
|
2020
Q2 | – | Sell |
-33,084
| Closed | -$364K | – | 1325 |
|
|
2020
Q1 | $364K | Buy |
+33,084
| New | +$364K | 0.01% | 804 |
|