TWMP
Taylor Wealth Management Partners’s Shift4 FOUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.02M | Sell |
60,980
-5,551
| -8% | -$184K | 1.15% | 31 |
|
|
2022
Q1 | $4.12M | Sell |
66,531
-4,705
| -7% | -$291K | 1.67% | 28 |
|
|
2021
Q4 | $4.13M | Buy |
71,236
+25,343
| +55% | +$1.47M | 1.45% | 28 |
|
|
2021
Q3 | $3.56M | Buy |
45,893
+1,944
| +4% | +$151K | 1.27% | 31 |
|
|
2021
Q2 | $4.12M | Buy |
43,949
+203
| +0.5% | +$19K | 1.45% | 28 |
|
|
2021
Q1 | $3.59M | Buy |
43,746
+637
| +1% | +$52.2K | 1.31% | 31 |
|
|
2020
Q4 | $3.25M | Buy |
+43,109
| New | +$3.25M | 1.25% | 30 |
|