SW
SkyOak Wealth’s Taylor Morrison TMHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,933
| Closed | -$493K | – | 264 |
|
|
2024
Q1 | $493K | Buy |
+7,933
| New | +$493K | 0.12% | 124 |
|
|
2023
Q4 | – | Sell |
-5,783
| Closed | -$246K | – | 256 |
|
|
2023
Q3 | $246K | Sell |
5,783
-233
| -4% | -$9.93K | 0.07% | 194 |
|
|
2023
Q2 | $293K | Hold |
6,016
| – | – | 0.08% | 170 |
|
|
2023
Q1 | $230K | Buy |
+6,016
| New | +$230K | 0.07% | 202 |
|
|
2022
Q4 | – | Sell |
-11,152
| Closed | -$260K | – | 242 |
|
|
2022
Q3 | $260K | Hold |
11,152
| – | – | 0.09% | 169 |
|
|
2022
Q2 | $261K | Buy |
+11,152
| New | +$261K | 0.09% | 170 |
|