TWMP
Taylor Wealth Management Partners’s Zymeworks ZYME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-25,164
| Closed | -$412K | – | 69 |
|
|
2021
Q4 | $412K | Sell |
25,164
-41,804
| -62% | -$684K | 0.15% | 49 |
|
|
2021
Q3 | $1.95M | Buy |
66,968
+686
| +1% | +$19.9K | 0.69% | 43 |
|
|
2021
Q2 | $2.3M | Sell |
66,282
-1,223
| -2% | -$42.4K | 0.81% | 43 |
|
|
2021
Q1 | $2.13M | Sell |
67,505
-1,045
| -2% | -$33K | 0.78% | 43 |
|
|
2020
Q4 | $3.24M | Sell |
68,550
-301
| -0.4% | -$14.2K | 1.25% | 31 |
|
|
2020
Q3 | $3.21M | Buy |
68,851
+226
| +0.3% | +$10.5K | 1.47% | 28 |
|
|
2020
Q2 | $2.48M | Sell |
68,625
-6,886
| -9% | -$248K | 1.26% | 30 |
|
|
2020
Q1 | $2.68M | Sell |
75,511
-3,850
| -5% | -$137K | 1.64% | 24 |
|
|
2019
Q4 | $3.61M | Sell |
79,361
-470
| -0.6% | -$21.4K | 1.66% | 23 |
|
|
2019
Q3 | $1.98M | Sell |
79,831
-295
| -0.4% | -$7.32K | 0.93% | 28 |
|
|
2019
Q2 | $1.76M | Buy |
+80,126
| New | +$1.76M | 0.82% | 28 |
|