TWMP
Taylor Wealth Management Partners’s Healthcare Services Group HCSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-125
| Closed | -$5K | – | 76 |
|
|
2018
Q4 | $5K | Hold |
125
| – | – | ﹤0.01% | 101 |
|
|
2018
Q3 | $5K | Sell |
125
-1,500
| -92% | -$60K | ﹤0.01% | 116 |
|
|
2018
Q2 | $70K | Hold |
1,625
| – | – | 0.03% | 72 |
|
|
2018
Q1 | $71K | Sell |
1,625
-2,000
| -55% | -$87.4K | 0.03% | 70 |
|
|
2017
Q4 | $191K | Sell |
3,625
-20
| -0.5% | -$1.05K | 0.08% | 60 |
|
|
2017
Q3 | $197K | Hold |
3,645
| – | – | 0.09% | 63 |
|
|
2017
Q2 | $171K | Hold |
3,645
| – | – | 0.08% | 67 |
|
|
2017
Q1 | $157K | Sell |
3,645
-110,970
| -97% | -$4.78M | 0.07% | 69 |
|
|
2016
Q4 | $4.49M | Sell |
114,615
-3,435
| -3% | -$135K | 2.08% | 21 |
|
|
2016
Q3 | $4.67M | Buy |
+118,050
| New | +$4.67M | 2.1% | 26 |
|