Trek Financial’s Taylor Morrison TMHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,979
| Closed | -$331K | – | 453 |
|
|
2024
Q2 | $331K | Sell |
5,979
-1,139
| -16% | -$63.1K | 0.03% | 291 |
|
|
2024
Q1 | $443K | Sell |
7,118
-6,357
| -47% | -$395K | 0.04% | 246 |
|
|
2023
Q4 | $719K | Sell |
13,475
-1,118
| -8% | -$59.6K | 0.06% | 150 |
|
|
2023
Q3 | $622K | Buy |
+14,593
| New | +$622K | 0.06% | 160 |
|