TWMP
Taylor Wealth Management Partners’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-20
| Closed | -$1K | – | 61 |
|
|
2018
Q4 | $1K | Sell |
20
-25,568
| -100% | -$1.28M | ﹤0.01% | 125 |
|
|
2018
Q3 | $2.31M | Sell |
25,588
-80
| -0.3% | -$7.22K | 0.98% | 32 |
|
|
2018
Q2 | $2.33M | Sell |
25,668
-240
| -0.9% | -$21.8K | 1.04% | 31 |
|
|
2018
Q1 | $2.49M | Buy |
+25,908
| New | +$2.49M | 1.2% | 29 |
|