J.P. Morgan Private Wealth Advisors’s Taylor Morrison TMHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,208
| Closed | -$391K | – | 1878 |
|
|
2023
Q1 | $391K | Sell |
10,208
-627
| -6% | -$24K | ﹤0.01% | 1570 |
|
|
2022
Q4 | $329K | Sell |
10,835
-2,689
| -20% | -$81.6K | ﹤0.01% | 1625 |
|
|
2022
Q3 | $315K | Buy |
13,524
+72
| +0.5% | +$1.68K | ﹤0.01% | 1635 |
|
|
2022
Q2 | $314K | Sell |
13,452
-1,137
| -8% | -$26.5K | ﹤0.01% | 1626 |
|
|
2022
Q1 | $397K | Sell |
14,589
-496
| -3% | -$13.5K | ﹤0.01% | 1633 |
|
|
2021
Q4 | $527K | Sell |
15,085
-1,592
| -10% | -$55.6K | ﹤0.01% | 1531 |
|
|
2021
Q3 | $430K | Sell |
16,677
-687
| -4% | -$17.7K | ﹤0.01% | 1560 |
|
|
2021
Q2 | $459K | Sell |
17,364
-372
| -2% | -$9.83K | ﹤0.01% | 1510 |
|
|
2021
Q1 | $546K | Buy |
17,736
+3,899
| +28% | +$120K | ﹤0.01% | 1279 |
|
|
2020
Q4 | $355K | Buy |
+13,837
| New | +$355K | ﹤0.01% | 1429 |
|