TWMP
Taylor Wealth Management Partners’s Core Laboratories CLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-23,985
| Closed | -$2.43M | – | 161 |
|
|
2017
Q2 | $2.43M | Sell |
23,985
-1,205
| -5% | -$122K | 1.1% | 34 |
|
|
2017
Q1 | $2.91M | Sell |
25,190
-1,275
| -5% | -$147K | 1.32% | 31 |
|
|
2016
Q4 | $3.18M | Buy |
26,465
+22,374
| +547% | +$2.69M | 1.47% | 31 |
|
|
2016
Q3 | $460K | Buy |
+4,091
| New | +$460K | 0.21% | 44 |
|