THWM
Taylor Hoffman Wealth Management’s Grand Canyon Education LOPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,324
| Closed | -$1.66M | – | 139 |
|
|
2021
Q4 | $1.66M | Buy |
19,324
+673
| +4% | +$57.7K | 0.63% | 52 |
|
|
2021
Q3 | $1.63M | Buy |
18,651
+1,350
| +8% | +$118K | 0.7% | 52 |
|
|
2021
Q2 | $1.56M | Buy |
17,301
+2,647
| +18% | +$238K | 0.67% | 53 |
|
|
2021
Q1 | $1.57M | Buy |
14,654
+1,466
| +11% | +$157K | 0.72% | 51 |
|
|
2020
Q4 | $1.23M | Buy |
13,188
+234
| +2% | +$21.8K | 0.63% | 58 |
|
|
2020
Q3 | $1.04M | Sell |
12,954
-126
| -1% | -$10.1K | 0.61% | 59 |
|
|
2020
Q2 | $1.18M | Sell |
13,080
-76
| -0.6% | -$6.88K | 0.74% | 51 |
|
|
2020
Q1 | $1M | Buy |
13,156
+4,228
| +47% | +$323K | 0.96% | 48 |
|
|
2019
Q4 | $855K | Buy |
8,928
+720
| +9% | +$69K | 0.55% | 58 |
|
|
2019
Q3 | $806K | Sell |
8,208
-17
| -0.2% | -$1.67K | 0.57% | 54 |
|
|
2019
Q2 | $962K | Buy |
8,225
+29
| +0.4% | +$3.39K | 0.77% | 46 |
|
|
2019
Q1 | $939K | Buy |
+8,196
| New | +$939K | 0.7% | 44 |
|