BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,188
| Closed | -$26K | – | 1003 |
|
|
2019
Q4 | $26K | Hold |
1,188
| – | – | ﹤0.01% | 417 |
|
|
2019
Q3 | $31K | Hold |
1,188
| – | – | 0.01% | 383 |
|
|
2019
Q2 | $25K | Sell |
1,188
-500
| -30% | -$10.5K | ﹤0.01% | 402 |
|
|
2019
Q1 | $30K | Hold |
1,688
| – | – | 0.01% | 394 |
|
|
2018
Q4 | $27K | Buy |
1,688
+1,188
| +238% | +$19K | 0.01% | 366 |
|
|
2018
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 509 |
|
|
2018
Q2 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 509 |
|