Western Wealth Management’s Del Taco Restaurants, Inc. Common Stock TACO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $142K | Hold |
14,215
| – | – | 0.01% | 611 |
|
|
2021
Q1 | $136K | Sell |
14,215
-226,539
| -94% | -$2.17M | 0.02% | 506 |
|
|
2020
Q4 | $2.18M | Hold |
240,754
| – | – | 0.32% | 76 |
|
|
2020
Q3 | $1.97M | Hold |
240,754
| – | – | 0.32% | 70 |
|
|
2020
Q2 | $1.43M | Hold |
240,754
| – | – | 0.26% | 96 |
|
|
2020
Q1 | $826K | Hold |
240,754
| – | – | 0.19% | 124 |
|
|
2019
Q4 | $1.9M | Hold |
240,754
| – | – | 0.29% | 78 |
|
|
2019
Q3 | $2.46M | Sell |
240,754
-15,067
| -6% | -$154K | 0.51% | 40 |
|
|
2019
Q2 | $3.28M | Hold |
255,821
| – | – | 0.43% | 47 |
|
|
2019
Q1 | $2.57M | Hold |
255,821
| – | – | 0.57% | 35 |
|
|
2018
Q4 | $2.56M | Buy |
+255,821
| New | +$2.56M | 0.69% | 25 |
|