Taylor Wealth Management Partners’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-25
Closed -$5K 71
2018
Q4
$5K Hold
25
﹤0.01% 100
2018
Q3
$6K Hold
25
﹤0.01% 114
2018
Q2
$5K Hold
25
﹤0.01% 124
2018
Q1
$5K Hold
25
﹤0.01% 119
2017
Q4
$5K Hold
25
﹤0.01% 141
2017
Q3
$5K Hold
25
﹤0.01% 146
2017
Q2
$4K Hold
25
﹤0.01% 150
2017
Q1
$4K Hold
25
﹤0.01% 146
2016
Q4
$4K Hold
25
﹤0.01% 150
2016
Q3
$4K Hold
25
﹤0.01% 139
2016
Q2
$4K Hold
25
﹤0.01% 131
2016
Q1
$4K Hold
25
﹤0.01% 131
2015
Q4
$4K Hold
25
﹤0.01% 125
2015
Q3
$4K Hold
25
﹤0.01% 140
2015
Q2
$4K Hold
25
﹤0.01% 168
2015
Q1
$4K Buy
+25
New +$4K ﹤0.01% 160