WMS Partners’s Tyler Technologies TYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-531
| Closed | -$221K | – | 283 |
|
|
2023
Q2 | $221K | Buy |
+531
| New | +$204K | 0.02% | 259 |
|
|
2022
Q2 | – | Sell |
-614
| Closed | -$273K | – | 286 |
|
|
2022
Q1 | $273K | Buy |
+614
| New | +$276K | 0.04% | 202 |
|
|
2021
Q4 | – | Sell |
-1,105
| Closed | -$507K | – | 269 |
|
|
2021
Q3 | $507K | Buy |
+1,105
| New | +$528K | 0.07% | 145 |
|
|
2021
Q1 | – | Sell |
-778
| Closed | -$340K | – | 250 |
|
|
2020
Q4 | $340K | Sell |
778
-56
| -7% | -$23.1K | 0.06% | 172 |
|
|
2020
Q3 | $291K | Hold |
834
| – | – | 0.06% | 178 |
|
|
2020
Q2 | $289K | Sell |
834
-558
| -40% | -$187K | 0.06% | 168 |
|
|
2020
Q1 | $413K | Sell |
1,392
-300
| -18% | -$93K | 0.11% | 105 |
|
|
2019
Q4 | $508K | Sell |
1,692
-210
| -11% | -$58.5K | 0.11% | 114 |
|
|
2019
Q3 | $499K | Buy |
1,902
+367
| +24% | +$89.9K | 0.12% | 113 |
|
|
2019
Q2 | $332K | Buy |
1,535
+191
| +14% | +$41.4K | 0.08% | 151 |
|
|
2019
Q1 | $275K | Hold |
1,344
| – | – | 0.07% | 155 |
|
|
2018
Q4 | $250K | Hold |
1,344
| – | – | 0.07% | 156 |
|
|
2018
Q3 | $329K | Sell |
1,344
-156
| -10% | -$37.1K | 0.04% | 154 |
|
|
2018
Q2 | $333K | Hold |
1,500
| – | – | 0.04% | 154 |
|
|
2018
Q1 | $316K | Hold |
1,500
| – | – | 0.04% | 158 |
|
|
2017
Q4 | $266K | Buy |
+1,500
| New | +$266K | 0.03% | 197 |
|
|
2016
Q3 | – | Sell |
-1,800
| Closed | -$300K | – | 210 |
|
|
2016
Q2 | $300K | Buy |
+1,800
| New | +$266K | 0.04% | 157 |
|
|
2015
Q3 | – | Sell |
-2,500
| Closed | -$323K | – | 256 |
|
|
2015
Q2 | $323K | Hold |
2,500
| – | – | 0.04% | 217 |
|
|
2015
Q1 | $301K | Buy |
+2,500
| New | +$286K | 0.04% | 214 |
|
|
2014
Q4 | – | Sell |
-2,500
| Closed | -$221K | – | 242 |
|
|
2014
Q3 | $221K | Hold |
2,500
| – | – | 0.03% | 221 |
|
|
2014
Q2 | $228K | Buy |
+2,500
| New | +$203K | 0.04% | 223 |
|
Other funds holding TYL
