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TSWM
Tyler-Stone Wealth Management’s
Atlassian
TEAM
Stock Holding History
Tyler-Stone Wealth Management’s Portfolio
TEAM Stock Details
TEAM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-200
Closed
-$39K
–
1011
2024
Q1
$39K
Hold
200
–
–
0.02%
408
2023
Q4
$47.6K
Hold
200
–
–
0.02%
363
2023
Q3
$40K
Hold
200
–
–
0.02%
371
2023
Q2
$34K
Buy
+200
New
+$32K
0.02%
398
2022
Q4
$26K
Hold
200
–
–
0.02%
413
2022
Q3
$42K
Hold
200
–
–
0.03%
325
2022
Q2
$37K
Hold
200
–
–
0.02%
361
2022
Q1
$59K
Hold
200
–
–
0.03%
318
2021
Q4
$76K
Buy
+200
New
+$80.4K
0.04%
304
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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