TWMP
Taylor Wealth Management Partners’s Under Armour UAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-220
| Closed | -$4K | – | 163 |
|
|
2017
Q3 | $4K | Hold |
220
| – | – | ﹤0.01% | 150 |
|
|
2017
Q2 | $5K | Hold |
220
| – | – | ﹤0.01% | 148 |
|
|
2017
Q1 | $4K | Sell |
220
-1,200
| -85% | -$21.8K | ﹤0.01% | 148 |
|
|
2016
Q4 | $41K | Sell |
1,420
-84,134
| -98% | -$2.43M | 0.02% | 104 |
|
|
2016
Q3 | $3.31M | Sell |
85,554
-8,515
| -9% | -$329K | 1.48% | 30 |
|
|
2016
Q2 | $3.78M | Sell |
94,069
-3,364
| -3% | -$135K | 1.51% | 31 |
|
|
2016
Q1 | $8.27M | Buy |
97,433
+5,344
| +6% | +$453K | 3.9% | 11 |
|
|
2015
Q4 | $7.42M | Buy |
92,089
+2,448
| +3% | +$197K | 3.2% | 12 |
|
|
2015
Q3 | $8.68M | Sell |
89,641
-686
| -0.8% | -$66.4K | 4.18% | 10 |
|
|
2015
Q2 | $7.54M | Buy |
90,327
+80
| +0.1% | +$6.68K | 2.41% | 19 |
|
|
2015
Q1 | $7.29M | Buy |
+90,247
| New | +$7.29M | 2.29% | 21 |
|