Taylor Wealth Management Partners’s CyberArk CYBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-39,725
| Closed | -$1.64M | – | 139 |
|
|
2017
Q4 | $1.64M | Sell |
39,725
-36,890
| -48% | -$1.53M | 0.7% | 40 |
|
|
2017
Q3 | $3.14M | Sell |
76,615
-6,400
| -8% | -$262K | 1.4% | 31 |
|
|
2017
Q2 | $4.15M | Buy |
83,015
+4,980
| +6% | +$249K | 1.88% | 24 |
|
|
2017
Q1 | $3.97M | Sell |
78,035
-12,160
| -13% | -$619K | 1.8% | 25 |
|
|
2016
Q4 | $4.1M | Sell |
90,195
-15,985
| -15% | -$727K | 1.9% | 23 |
|
|
2016
Q3 | $5.26M | Sell |
106,180
-7,020
| -6% | -$348K | 2.36% | 17 |
|
|
2016
Q2 | $5.5M | Sell |
113,200
-3,710
| -3% | -$180K | 2.2% | 21 |
|
|
2016
Q1 | $4.98M | Sell |
116,910
-2,125
| -2% | -$90.6K | 2.35% | 22 |
|
|
2015
Q4 | $5.37M | Buy |
+119,035
| New | +$5.37M | 2.32% | 19 |
|