TWMP
Taylor Wealth Management Partners’s IBEX IBEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-55,922
| Closed | -$721K | – | 67 |
|
|
2021
Q4 | $721K | Sell |
55,922
-69,292
| -55% | -$893K | 0.25% | 46 |
|
|
2021
Q3 | $2.13M | Sell |
125,214
-9,310
| -7% | -$158K | 0.76% | 42 |
|
|
2021
Q2 | $2.63M | Sell |
134,524
-2,125
| -2% | -$41.5K | 0.93% | 37 |
|
|
2021
Q1 | $3.01M | Buy |
136,649
+999
| +0.7% | +$22K | 1.1% | 35 |
|
|
2020
Q4 | $2.54M | Buy |
135,650
+3,825
| +3% | +$71.5K | 0.98% | 38 |
|
|
2020
Q3 | $2.03M | Buy |
+131,825
| New | +$2.03M | 0.93% | 38 |
|