TWMP
Taylor Wealth Management Partners’s Sandstorm Gold SAND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.47M | Sell |
247,055
-23,010
| -9% | -$137K | 0.84% | 36 |
|
|
2022
Q1 | $2.18M | Sell |
270,065
-15,910
| -6% | -$129K | 0.88% | 38 |
|
|
2021
Q4 | $1.77M | Sell |
285,975
-10,260
| -3% | -$63.6K | 0.62% | 39 |
|
|
2021
Q3 | $1.71M | Sell |
296,235
-4,470
| -1% | -$25.7K | 0.61% | 46 |
|
|
2021
Q2 | $2.37M | Sell |
300,705
-4,830
| -2% | -$38.1K | 0.84% | 41 |
|
|
2021
Q1 | $2.08M | Sell |
305,535
-1,945
| -0.6% | -$13.2K | 0.76% | 44 |
|
|
2020
Q4 | $2.21M | Sell |
307,480
-9,850
| -3% | -$70.6K | 0.85% | 40 |
|
|
2020
Q3 | $2.68M | Buy |
317,330
+1,055
| +0.3% | +$8.9K | 1.23% | 33 |
|
|
2020
Q2 | $3.04M | Sell |
316,275
-28,420
| -8% | -$273K | 1.55% | 25 |
|
|
2020
Q1 | $1.73M | Buy |
344,695
+12,490
| +4% | +$62.6K | 1.06% | 31 |
|
|
2019
Q4 | $2.48M | Sell |
332,205
-3,605
| -1% | -$26.9K | 1.14% | 31 |
|
|
2019
Q3 | $1.89M | Buy |
335,810
+220
| +0.1% | +$1.24K | 0.89% | 29 |
|
|
2019
Q2 | $1.86M | Buy |
335,590
+1,865
| +0.6% | +$10.3K | 0.87% | 27 |
|
|
2019
Q1 | $1.83M | Buy |
333,725
+30
| +0% | +$164 | 0.91% | 29 |
|
|
2018
Q4 | $1.54M | Sell |
333,695
-107,515
| -24% | -$496K | 0.89% | 27 |
|
|
2018
Q3 | $1.65M | Sell |
441,210
-4,225
| -0.9% | -$15.8K | 0.7% | 35 |
|
|
2018
Q2 | $2M | Hold |
445,435
| – | – | 0.89% | 32 |
|
|
2018
Q1 | $2.12M | Sell |
445,435
-11,275
| -2% | -$53.7K | 1.02% | 33 |
|
|
2017
Q4 | $2.28M | Sell |
456,710
-5,460
| -1% | -$27.2K | 0.97% | 36 |
|
|
2017
Q3 | $2.1M | Buy |
+462,170
| New | +$2.1M | 0.94% | 37 |
|