Taylor Wealth Management Partners’s KALA BIO KALA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-361
| Closed | -$22K | – | 68 |
|
|
2021
Q4 | $22K | Sell |
361
-520
| -59% | -$31.7K | 0.01% | 63 |
|
|
2021
Q3 | $115K | Buy |
881
+20
| +2% | +$2.61K | 0.04% | 69 |
|
|
2021
Q2 | $228K | Buy |
861
+104
| +14% | +$27.5K | 0.08% | 63 |
|
|
2021
Q1 | $255K | Buy |
757
+244
| +48% | +$82.2K | 0.09% | 63 |
|
|
2020
Q4 | $174K | Buy |
513
+237
| +86% | +$80.4K | 0.07% | 59 |
|
|
2020
Q3 | $103K | Buy |
+276
| New | +$103K | 0.05% | 51 |
|