TWMP
Taylor Wealth Management Partners’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-20,115
| Closed | -$1.87M | – | 143 |
|
|
2018
Q2 | $1.87M | Sell |
20,115
-235
| -1% | -$21.9K | 0.83% | 35 |
|
|
2018
Q1 | $2.03M | Sell |
20,350
-4,589
| -18% | -$458K | 0.98% | 34 |
|
|
2017
Q4 | $2.43M | Buy |
24,939
+310
| +1% | +$30.3K | 1.03% | 35 |
|
|
2017
Q3 | $2.35M | Sell |
24,629
-141
| -0.6% | -$13.5K | 1.05% | 36 |
|
|
2017
Q2 | $2.22M | Buy |
24,770
+115
| +0.5% | +$10.3K | 1.01% | 35 |
|
|
2017
Q1 | $1.96M | Buy |
24,655
+495
| +2% | +$39.4K | 0.89% | 37 |
|
|
2016
Q4 | $1.88M | Buy |
+24,160
| New | +$1.88M | 0.87% | 38 |
|