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 |
|