BSW Wealth Partners’s Taylor Morrison TMHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,270
| Closed | -$237K | – | 328 |
|
|
2024
Q2 | $237K | Hold |
4,270
| – | – | 0.04% | 255 |
|
|
2024
Q1 | $265K | Hold |
4,270
| – | – | 0.05% | 237 |
|
|
2023
Q4 | $228K | Buy |
+4,270
| New | +$228K | 0.05% | 243 |
|
|
2023
Q3 | – | Sell |
-4,270
| Closed | -$208K | – | 286 |
|
|
2023
Q2 | $208K | Buy |
+4,270
| New | +$208K | 0.04% | 250 |
|