Waypoint Capital Advisors’s Taylor Morrison TMHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-69,386
| Closed | -$3.38M | – | 131 |
|
|
2023
Q2 | $3.38M | Buy |
69,386
+11
| +0% | +$536 | 1.06% | 31 |
|
|
2023
Q1 | $2.65M | Hold |
69,375
| – | – | 0.86% | 34 |
|
|
2022
Q4 | $2.11M | Buy |
+69,375
| New | +$2.11M | 0.73% | 40 |
|
|
2022
Q2 | – | Sell |
-39,375
| Closed | -$1.04M | – | 136 |
|
|
2022
Q1 | $1.04M | Buy |
+39,375
| New | +$1.04M | 0.61% | 42 |
|