Taylor Wealth Management Partners’s GOLD RESERVE INC CL-A GRZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-30,000
| Closed | -$76K | – | 150 |
|
|
2018
Q2 | $76K | Hold |
30,000
| – | – | 0.03% | 70 |
|
|
2018
Q1 | $78K | Hold |
30,000
| – | – | 0.04% | 69 |
|
|
2017
Q4 | $99K | Hold |
30,000
| – | – | 0.04% | 82 |
|
|
2017
Q3 | $123K | Hold |
30,000
| – | – | 0.05% | 76 |
|
|
2017
Q2 | $83K | Hold |
30,000
| – | – | 0.04% | 90 |
|
|
2017
Q1 | $84K | Hold |
30,000
| – | – | 0.04% | 91 |
|
|
2016
Q4 | $125K | Hold |
30,000
| – | – | 0.06% | 70 |
|
|
2016
Q3 | $121K | Hold |
30,000
| – | – | 0.05% | 66 |
|
|
2016
Q2 | $136K | Hold |
30,000
| – | – | 0.05% | 56 |
|
|
2016
Q1 | $134K | Hold |
30,000
| – | – | 0.06% | 51 |
|
|
2015
Q4 | $76K | Hold |
30,000
| – | – | 0.03% | 70 |
|
|
2015
Q3 | $84K | Hold |
30,000
| – | – | 0.04% | 60 |
|
|
2015
Q2 | $120K | Hold |
30,000
| – | – | 0.04% | 59 |
|
|
2015
Q1 | $120K | Buy |
+30,000
| New | +$120K | 0.04% | 59 |
|
Taylor Wealth Management Partners's GRZ Position: Q3 2018 in Review
Taylor Wealth Management Partners sold out of GOLD RESERVE INC CL-A (GRZ) in Q3 2018, closing a stake of 30,000 shares — an estimated $76K sold.
Taylor Wealth Management Partners first reported a position in GRZ in Q1 2015 and held it in 14 quarters. The position peaked at $136K in Q2 2016. 0 funds tracked by Wall St. Rank hold GRZ as of Q3 2018.
- Taylor Wealth Management Partners reported no remaining GOLD RESERVE INC CL-A position as of Q3 2018 after selling out during the quarter.
- Taylor Wealth Management Partners sold 30,000 GOLD RESERVE INC CL-A shares in Q3 2018, an estimated $76K.
- Taylor Wealth Management Partners first reported a position in GOLD RESERVE INC CL-A in Q1 2015 and held it in 14 quarters.
- Taylor Wealth Management Partners's GOLD RESERVE INC CL-A position peaked at $136K in Q2 2016.
- 0 funds tracked by Wall St. Rank held GOLD RESERVE INC CL-A as of Q3 2018.
Based on Taylor Wealth Management Partners's 13F filing for Q3 2018, filed 23 Oct 2018.