TWMP
Taylor Wealth Management Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-15
| Closed | -$2K | – | 110 |
|
|
2018
Q4 | $2K | Sell |
15
-13
| -46% | -$1.73K | ﹤0.01% | 119 |
|
|
2018
Q3 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 125 |
|
|
2015
Q3 | – | Sell |
-600
| Closed | -$40K | – | 182 |
|
|
2015
Q2 | $40K | Hold |
600
| – | – | 0.01% | 101 |
|
|
2015
Q1 | $39K | Buy |
+600
| New | +$39K | 0.01% | 90 |
|