Optimum Investment Advisors’s Taylor Morrison TMHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Hold |
0
| – | – | – | 951 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1018 |
|
|
2018
Q3 | – | Sell |
-3,100
| Closed | -$64K | – | 1062 |
|
|
2018
Q2 | $64K | Sell |
3,100
-5,100
| -62% | -$105K | 0.02% | 483 |
|
|
2018
Q1 | $191K | Sell |
8,200
-2,000
| -20% | -$46.6K | 0.06% | 293 |
|
|
2017
Q4 | $250K | Hold |
10,200
| – | – | 0.08% | 261 |
|
|
2017
Q3 | $225K | Buy |
+10,200
| New | +$225K | 0.08% | 265 |
|