Taylor Wealth Management Partners’s Stryker SYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-932
| Closed | -$249K | – | 61 |
|
|
2022
Q1 | $249K | Sell |
932
-371
| -28% | -$99.1K | 0.1% | 59 |
|
|
2021
Q4 | $348K | Sell |
1,303
-95
| -7% | -$25.4K | 0.12% | 55 |
|
|
2021
Q3 | $369K | Buy |
1,398
+20
| +1% | +$5.28K | 0.13% | 55 |
|
|
2021
Q2 | $358K | Buy |
1,378
+200
| +17% | +$52K | 0.13% | 54 |
|
|
2021
Q1 | $287K | Buy |
1,178
+225
| +24% | +$54.8K | 0.1% | 61 |
|
|
2020
Q4 | $234K | Buy |
+953
| New | +$234K | 0.09% | 57 |
|
|
2018
Q1 | – | Sell |
-750
| Closed | -$116K | – | 150 |
|
|
2017
Q4 | $116K | Hold |
750
| – | – | 0.05% | 76 |
|
|
2017
Q3 | $107K | Hold |
750
| – | – | 0.05% | 78 |
|
|
2017
Q2 | $104K | Hold |
750
| – | – | 0.05% | 77 |
|
|
2017
Q1 | $99K | Hold |
750
| – | – | 0.04% | 83 |
|
|
2016
Q4 | $90K | Hold |
750
| – | – | 0.04% | 84 |
|
|
2016
Q3 | $87K | Hold |
750
| – | – | 0.04% | 79 |
|
|
2016
Q2 | $90K | Hold |
750
| – | – | 0.04% | 72 |
|
|
2016
Q1 | $80K | Buy |
750
+550
| +275% | +$58.7K | 0.04% | 69 |
|
|
2015
Q4 | $19K | Sell |
200
-450
| -69% | -$42.8K | 0.01% | 99 |
|
|
2015
Q3 | $61K | Hold |
650
| – | – | 0.03% | 72 |
|
|
2015
Q2 | $62K | Buy |
+650
| New | +$62K | 0.02% | 86 |
|