TWMP
Taylor Wealth Management Partners’s BiomX PHGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-25,454
| Closed | -$78K | – | 67 |
|
|
2021
Q3 | $78K | Sell |
25,454
-6,350
| -20% | -$19.5K | 0.03% | 70 |
|
|
2021
Q2 | $174K | Sell |
31,804
-1,100
| -3% | -$6.02K | 0.06% | 67 |
|
|
2021
Q1 | $234K | Sell |
32,904
-5,848
| -15% | -$41.6K | 0.09% | 65 |
|
|
2020
Q4 | $247K | Sell |
38,752
-4,800
| -11% | -$30.6K | 0.1% | 56 |
|
|
2020
Q3 | $276K | Hold |
43,552
| – | – | 0.13% | 47 |
|
|
2020
Q2 | $240K | Sell |
43,552
-7,590
| -15% | -$41.8K | 0.12% | 43 |
|
|
2020
Q1 | $358K | Buy |
51,142
+624
| +1% | +$4.37K | 0.22% | 38 |
|
|
2019
Q4 | $489K | Buy |
+50,518
| New | +$489K | 0.23% | 39 |
|