SDWMA
TAST
Schneider Downs Wealth Management Advisors’s Carrols Restaurant Group, Inc. TAST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,800
| Closed | -$111K | – | 104 |
|
|
2019
Q4 | $111K | Hold |
15,800
| – | – | 0.03% | 70 |
|
|
2019
Q3 | $131K | Hold |
15,800
| – | – | 0.04% | 66 |
|
|
2019
Q2 | $143K | Hold |
15,800
| – | – | 0.05% | 71 |
|
|
2019
Q1 | $158K | Sell |
15,800
-4,050
| -20% | -$40.5K | 0.06% | 66 |
|
|
2018
Q4 | $195K | Buy |
+19,850
| New | +$195K | 0.08% | 61 |
|