Mutual Advisors’s Taylor Morrison TMHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-37,200
Closed -$1.42M 1064
2023
Q1
$1.42M Sell
37,200
-3,930
-10% -$150K 0.06% 330
2022
Q4
$1.25M Hold
41,130
0.06% 350
2022
Q3
$959K Buy
41,130
+22,530
+121% +$525K 0.05% 374
2022
Q2
$434K Hold
18,600
0.03% 578
2022
Q1
$506K Sell
18,600
-9,000
-33% -$245K 0.03% 568
2021
Q4
$965K Hold
27,600
0.05% 397
2021
Q3
$712K Hold
27,600
0.04% 437
2021
Q2
$729K Hold
27,600
0.04% 435
2021
Q1
$850K Sell
27,600
-27,120
-50% -$835K 0.06% 358
2020
Q4
$1.4M Sell
54,720
-400
-0.7% -$10.3K 0.1% 234
2020
Q3
$1.36M Sell
55,120
-400
-0.7% -$9.83K 0.12% 192
2020
Q2
$1.07M Hold
55,520
0.11% 209
2020
Q1
$611K Buy
55,520
+800
+1% +$8.8K 0.08% 250
2019
Q4
$1.2M Buy
54,720
+25,520
+87% +$558K 0.13% 196
2019
Q3
$757K Hold
29,200
0.1% 242
2019
Q2
$612K Hold
29,200
0.08% 289
2019
Q1
$518K Buy
29,200
+9,600
+49% +$170K 0.08% 271
2018
Q4
$312K Buy
+19,600
New +$312K 0.06% 314