TWMP
SRLP
Taylor Wealth Management Partners’s SPRAGUE RESOURCES LP SRLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13,000
| Closed | -$230K | – | 51 |
|
|
2019
Q3 | $230K | Hold |
13,000
| – | – | 0.11% | 42 |
|
|
2019
Q2 | $230K | Hold |
13,000
| – | – | 0.11% | 44 |
|
|
2019
Q1 | $240K | Hold |
13,000
| – | – | 0.12% | 43 |
|
|
2018
Q4 | $188K | Sell |
13,000
-6,650
| -34% | -$96.2K | 0.11% | 41 |
|
|
2018
Q3 | $530K | Hold |
19,650
| – | – | 0.23% | 47 |
|
|
2018
Q2 | $499K | Hold |
19,650
| – | – | 0.22% | 45 |
|
|
2018
Q1 | $469K | Buy |
19,650
+6,160
| +46% | +$147K | 0.23% | 44 |
|
|
2017
Q4 | $326K | Buy |
13,490
+9,630
| +249% | +$233K | 0.14% | 55 |
|
|
2017
Q3 | $95K | Buy |
+3,860
| New | +$95K | 0.04% | 84 |
|