Taylor Wealth Management Partners’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,490
| Closed | -$175K | – | 134 |
|
|
2017
Q4 | $175K | Hold |
1,490
| – | – | 0.07% | 66 |
|
|
2017
Q3 | $163K | Hold |
1,490
| – | – | 0.07% | 69 |
|
|
2017
Q2 | $153K | Hold |
1,490
| – | – | 0.07% | 69 |
|
|
2017
Q1 | $153K | Hold |
1,490
| – | – | 0.07% | 70 |
|
|
2016
Q4 | $153K | Hold |
1,490
| – | – | 0.07% | 65 |
|
|
2016
Q3 | $131K | Hold |
1,490
| – | – | 0.06% | 61 |
|
|
2016
Q2 | $137K | Hold |
1,490
| – | – | 0.05% | 55 |
|
|
2016
Q1 | $134K | Buy |
1,490
+850
| +133% | +$76.4K | 0.06% | 50 |
|
|
2015
Q4 | $54K | Hold |
640
| – | – | 0.02% | 80 |
|
|
2015
Q3 | $51K | Sell |
640
-10
| -2% | -$797 | 0.02% | 80 |
|
|
2015
Q2 | $52K | Buy |
+650
| New | +$52K | 0.02% | 93 |
|