Equitable Trust’s Tyler Technologies TYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-922
| Closed | -$538K | – | 488 |
|
|
2024
Q3 | $538K | Sell |
922
-249
| -21% | -$145K | 0.03% | 300 |
|
|
2024
Q2 | $589K | Hold |
1,171
| – | – | 0.04% | 269 |
|
|
2024
Q1 | $498K | Hold |
1,171
| – | – | 0.03% | 305 |
|
|
2023
Q4 | $490K | Sell |
1,171
-340
| -23% | -$142K | 0.04% | 282 |
|
|
2023
Q3 | $583K | Sell |
1,511
-221
| -13% | -$85.3K | 0.05% | 235 |
|
|
2023
Q2 | $721K | Sell |
1,732
-32
| -2% | -$13.3K | 0.06% | 210 |
|
|
2023
Q1 | $626K | Sell |
1,764
-207
| -11% | -$73.4K | 0.05% | 226 |
|
|
2022
Q4 | $635K | Buy |
1,971
+1,341
| +213% | +$432K | 0.05% | 229 |
|
|
2022
Q3 | $219K | Sell |
630
-12
| -2% | -$4.17K | 0.02% | 357 |
|
|
2022
Q2 | $213K | Buy |
642
+6
| +0.9% | +$1.99K | 0.02% | 372 |
|
|
2022
Q1 | $283K | Sell |
636
-148
| -19% | -$65.9K | 0.02% | 334 |
|
|
2021
Q4 | $422K | Sell |
784
-80
| -9% | -$43.1K | 0.03% | 278 |
|
|
2021
Q3 | $396K | Buy |
864
+158
| +22% | +$72.4K | 0.03% | 261 |
|
|
2021
Q2 | $319K | Buy |
+706
| New | +$319K | 0.02% | 305 |
|
|
2021
Q1 | – | Sell |
-645
| Closed | -$282K | – | 375 |
|
|
2020
Q4 | $282K | Sell |
645
-475
| -42% | -$208K | 0.02% | 300 |
|
|
2020
Q3 | $390K | Sell |
1,120
-25
| -2% | -$8.71K | 0.03% | 254 |
|
|
2020
Q2 | $397K | Sell |
1,145
-981
| -46% | -$340K | 0.04% | 237 |
|
|
2020
Q1 | $631K | Buy |
+2,126
| New | +$631K | 0.07% | 186 |
|