Geneos Wealth Management’s Taylor Devices TAYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-500
| Closed | -$5K | – | 2873 |
|
|
2021
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 2470 |
|
|
2021
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 2463 |
|
|
2021
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 2616 |
|
|
2020
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 2499 |
|
|
2020
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 2281 |
|
|
2020
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 2236 |
|
|
2020
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 2125 |
|
|
2019
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 2203 |
|
|
2019
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 2116 |
|
|
2019
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 2130 |
|
|
2019
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 2008 |
|
|
2018
Q4 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 1953 |
|