TWMP
Taylor Wealth Management Partners’s SoundThinking SSTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.28M | Sell |
84,541
-6,111
| -7% | -$164K | 1.29% | 30 |
|
|
2022
Q1 | $2.51M | Sell |
90,652
-7,533
| -8% | -$209K | 1.02% | 34 |
|
|
2021
Q4 | $2.9M | Sell |
98,185
-1,982
| -2% | -$58.5K | 1.02% | 34 |
|
|
2021
Q3 | $3.64M | Sell |
100,167
-2,623
| -3% | -$95.4K | 1.3% | 29 |
|
|
2021
Q2 | $5.01M | Sell |
102,790
-1,350
| -1% | -$65.8K | 1.77% | 25 |
|
|
2021
Q1 | $3.65M | Sell |
104,140
-5,543
| -5% | -$194K | 1.33% | 29 |
|
|
2020
Q4 | $4.14M | Sell |
109,683
-558
| -0.5% | -$21K | 1.59% | 25 |
|
|
2020
Q3 | $3.42M | Buy |
110,241
+47
| +0% | +$1.46K | 1.57% | 25 |
|
|
2020
Q2 | $2.78M | Sell |
110,194
-7,882
| -7% | -$199K | 1.41% | 27 |
|
|
2020
Q1 | $3.25M | Sell |
118,076
-1,690
| -1% | -$46.4K | 1.99% | 18 |
|
|
2019
Q4 | $3.05M | Sell |
119,766
-53,410
| -31% | -$1.36M | 1.41% | 29 |
|
|
2019
Q3 | $3.99M | Buy |
173,176
+77,710
| +81% | +$1.79M | 1.86% | 22 |
|
|
2019
Q2 | $4.22M | Buy |
95,466
+585
| +0.6% | +$25.9K | 1.97% | 21 |
|
|
2019
Q1 | $3.66M | Buy |
94,881
+5
| +0% | +$193 | 1.82% | 21 |
|
|
2018
Q4 | $2.96M | Sell |
94,876
-308
| -0.3% | -$9.6K | 1.71% | 21 |
|
|
2018
Q3 | $5.83M | Sell |
95,184
-28,466
| -23% | -$1.74M | 2.48% | 13 |
|
|
2018
Q2 | $4.69M | Buy |
123,650
+32,145
| +35% | +$1.22M | 2.09% | 19 |
|
|
2018
Q1 | $2.43M | Sell |
91,505
-2,445
| -3% | -$64.8K | 1.17% | 31 |
|
|
2017
Q4 | $1.32M | Buy |
93,950
+750
| +0.8% | +$10.5K | 0.56% | 42 |
|
|
2017
Q3 | $1.25M | Buy |
93,200
+41,224
| +79% | +$555K | 0.56% | 42 |
|
|
2017
Q2 | $665K | Buy |
+51,976
| New | +$665K | 0.3% | 42 |
|