Taylor Wealth Management Partners’s Easterly Government Properties DEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-442
| Closed | -$22K | – | 137 |
|
|
2018
Q2 | $22K | Hold |
442
| – | – | 0.01% | 88 |
|
|
2018
Q1 | $23K | Sell |
442
-4,770
| -92% | -$248K | 0.01% | 87 |
|
|
2017
Q4 | $278K | Buy |
5,212
+240
| +5% | +$12.8K | 0.12% | 56 |
|
|
2017
Q3 | $257K | Sell |
4,972
-1,190
| -19% | -$61.5K | 0.11% | 55 |
|
|
2017
Q2 | $323K | Sell |
6,162
-90
| -1% | -$4.72K | 0.15% | 52 |
|
|
2017
Q1 | $309K | Sell |
6,252
-1,720
| -22% | -$85K | 0.14% | 51 |
|
|
2016
Q4 | $399K | Buy |
7,972
+572
| +8% | +$28.6K | 0.18% | 47 |
|
|
2016
Q3 | $353K | Buy |
+7,400
| New | +$353K | 0.16% | 46 |
|