TWMP
Taylor Wealth Management Partners’s Tyler Technologies TYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6.02M | Sell |
18,094
-3,213
| -15% | -$1.07M | 3.42% | 9 |
|
|
2022
Q1 | $9.48M | Sell |
21,307
-7,020
| -25% | -$3.12M | 3.84% | 5 |
|
|
2021
Q4 | $15.2M | Sell |
28,327
-1,038
| -4% | -$558K | 5.37% | 3 |
|
|
2021
Q3 | $13.5M | Buy |
29,365
+210
| +0.7% | +$96.3K | 4.8% | 3 |
|
|
2021
Q2 | $13.2M | Sell |
29,155
-1,482
| -5% | -$670K | 4.65% | 3 |
|
|
2021
Q1 | $13M | Sell |
30,637
-872
| -3% | -$370K | 4.74% | 3 |
|
|
2020
Q4 | $13.8M | Sell |
31,509
-393
| -1% | -$172K | 5.29% | 4 |
|
|
2020
Q3 | $11.1M | Buy |
31,902
+122
| +0.4% | +$42.5K | 5.1% | 4 |
|
|
2020
Q2 | $11M | Sell |
31,780
-3,039
| -9% | -$1.05M | 5.6% | 4 |
|
|
2020
Q1 | $10.3M | Sell |
34,819
-21,624
| -38% | -$6.41M | 6.33% | 3 |
|
|
2019
Q4 | $16.9M | Sell |
56,443
-1,443
| -2% | -$433K | 7.8% | 1 |
|
|
2019
Q3 | $15.2M | Buy |
57,886
+419
| +0.7% | +$110K | 7.11% | 1 |
|
|
2019
Q2 | $12.4M | Sell |
57,467
-490
| -0.8% | -$106K | 5.8% | 5 |
|
|
2019
Q1 | $11.8M | Sell |
57,957
-74
| -0.1% | -$15.1K | 5.9% | 5 |
|
|
2018
Q4 | $10.8M | Sell |
58,031
-1,335
| -2% | -$248K | 6.22% | 3 |
|
|
2018
Q3 | $14.5M | Buy |
59,366
+115
| +0.2% | +$28.2K | 6.19% | 1 |
|
|
2018
Q2 | $13.2M | Sell |
59,251
-430
| -0.7% | -$95.5K | 5.85% | 1 |
|
|
2018
Q1 | $12.6M | Sell |
59,681
-1,245
| -2% | -$263K | 6.06% | 1 |
|
|
2017
Q4 | $10.8M | Sell |
60,926
-331
| -0.5% | -$58.6K | 4.59% | 4 |
|
|
2017
Q3 | $10.7M | Sell |
61,257
-5,166
| -8% | -$901K | 4.77% | 3 |
|
|
2017
Q2 | $11.7M | Sell |
66,423
-1,180
| -2% | -$207K | 5.28% | 1 |
|
|
2017
Q1 | $10.4M | Sell |
67,603
-2,667
| -4% | -$412K | 4.73% | 3 |
|
|
2016
Q4 | $10M | Sell |
70,270
-3,220
| -4% | -$460K | 4.64% | 2 |
|
|
2016
Q3 | $12.6M | Sell |
73,490
-7,334
| -9% | -$1.26M | 5.64% | 1 |
|
|
2016
Q2 | $13.5M | Sell |
80,824
-2,076
| -3% | -$346K | 5.4% | 2 |
|
|
2016
Q1 | $10.7M | Sell |
82,900
-28,560
| -26% | -$3.67M | 5.03% | 2 |
|
|
2015
Q4 | $19.4M | Sell |
111,460
-128
| -0.1% | -$22.3K | 8.37% | 1 |
|
|
2015
Q3 | $16.7M | Sell |
111,588
-1,287
| -1% | -$192K | 8.04% | 1 |
|
|
2015
Q2 | $14.6M | Buy |
112,875
+7,838
| +7% | +$1.01M | 4.66% | 1 |
|
|
2015
Q1 | $12.7M | Buy |
+105,037
| New | +$12.7M | 3.97% | 4 |
|