Taylor Wealth Management Partners Closed Holding Positions

Taylor Wealth Management Partners

  • $176 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
VVV
Valvoline Inc

Energy
Q4 2018 Filed on Jan 14, 2019
411
$18.62 - $21.14 $7.65K - $8.69K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2018 Filed on Jan 14, 2019
100
$39.48 - $45.03 $3.95K - $4.5K
Tallgrass Energy Gp, LP
Q3 2018 Filed on Oct 23, 2018
1,100
N/A
Tallgrass Energy Partners, LP
Q3 2018 Filed on Oct 23, 2018
83,270
N/A
CP
Canadian Pacific Railway LTD

Industrials
Q3 2018 Filed on Oct 23, 2018
75
$35.69 - $42.4 $2.68K - $3.18K
Noble Midstream Partners, LP
Q3 2018 Filed on Oct 23, 2018
3,500
N/A
Rice Midstream Partners LP
Q3 2018 Filed on Oct 23, 2018
700
N/A
PAGP
Plains Gp Holdings LP

Energy
Q3 2018 Filed on Oct 23, 2018
2,000
$22.93 - $26.91 $45.9K - $53.8K
Co Biz Financial Inc.
Q3 2018 Filed on Oct 23, 2018
130,848
N/A
GS
Goldman Sachs Group Inc

Financial Services
Q3 2018 Filed on Oct 23, 2018
80
$220.38 - $242.6 $17.6K - $19.4K
C
Citigroup Inc

Financial Services
Q3 2018 Filed on Oct 23, 2018
1,805
$66.06 - $74.79 $119K - $135K
DEA
Easterly Government Properties, Inc.

Real Estate
Q3 2018 Filed on Oct 23, 2018
1,105
$18.8 - $20.45 $20.8K - $22.6K
LMRXF
Laramide Resources LTD
Q3 2018 Filed on Oct 23, 2018
1,570,000
N/A
Xo Group Inc.
Q3 2018 Filed on Oct 23, 2018
25
N/A
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q3 2018 Filed on Oct 23, 2018
500
$19.22 - $21.7 $9.61K - $10.9K
Gold Reserve Inc.
Q3 2018 Filed on Oct 23, 2018
30,000
N/A
ITW
Illinois Tool Works Inc

Industrials
Q3 2018 Filed on Oct 23, 2018
225
$135.14 - $148.44 $30.4K - $33.4K
Primo Water Corporation
Q3 2018 Filed on Oct 23, 2018
332
N/A
Ellie Mae, Inc.
Q3 2018 Filed on Oct 23, 2018
100
N/A
Qts Realty Trust, Inc.
Q3 2018 Filed on Oct 23, 2018
300
N/A
UPS
United Parcel Service Inc

Industrials
Q1 2018 Filed on Apr 11, 2018
205
$101.66 - $134.09 $20.8K - $27.5K
VLO
Valero Energy Corp

Energy
Q1 2018 Filed on Apr 11, 2018
1,325
$86.77 - $98.95 $115K - $131K
ADP
Automatic Data Processing Inc

Industrials
Q1 2018 Filed on Apr 11, 2018
1,490
$108.25 - $123.63 $161K - $184K
Anaconda Mining Inc.
Q1 2018 Filed on Apr 11, 2018
7,639
N/A
UNP
Union Pacific Corp

Industrials
Q1 2018 Filed on Apr 11, 2018
900
$124.14 - $141.97 $112K - $128K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2018 Filed on Apr 11, 2018
600
$152.8 - $174.0 $91.7K - $104K
BKEP
Blueknight Energy Partners, L.P.

Energy
Q1 2018 Filed on Apr 11, 2018
8,500
$4.15 - $5.6 $35.3K - $47.6K
SHLX
Shell Midstream Partners, L.P.

Energy
Q1 2018 Filed on Apr 11, 2018
1,872
$20.63 - $30.74 $38.6K - $57.5K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2018 Filed on Apr 11, 2018
340
$53.77 - $61.69 $18.3K - $21K
Praxair Inc.
Q1 2018 Filed on Apr 11, 2018
150
N/A
Eqt Gp Holdings LP
Q1 2018 Filed on Apr 11, 2018
375
N/A
Pure Technologies Ltd.
Q1 2018 Filed on Apr 11, 2018
50,000
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2018 Filed on Apr 11, 2018
650
$59.92 - $68.98 $38.9K - $44.8K
Versum Materials, Inc.
Q1 2018 Filed on Apr 11, 2018
175
N/A
CYBR
Cyber Ark Software Ltd.

Technology
Q1 2018 Filed on Apr 11, 2018
39,725
$40.77 - $52.04 $1.62M - $2.07M
General Electric Company
Q1 2018 Filed on Apr 11, 2018
900
N/A
GIS
General Mills Inc

Consumer Defensive
Q1 2018 Filed on Apr 11, 2018
300
$44.21 - $60.2 $13.3K - $18.1K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2018 Filed on Apr 11, 2018
150
$68.19 - $77.5 $10.2K - $11.6K
USB
Us Bancorp \De\

Financial Services
Q1 2018 Filed on Apr 11, 2018
450
$49.25 - $58.11 $22.2K - $26.1K
SECYF
Secure Energy Svcs, Inc (Canad
Q1 2018 Filed on Apr 11, 2018
1,000
N/A
Power Shares Qqq
Q1 2018 Filed on Apr 11, 2018
3,093
N/A
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2018 Filed on Apr 11, 2018
200
$60.03 - $80.27 $12K - $16.1K
CDK
Cdk Global, Inc.

Technology
Q1 2018 Filed on Apr 11, 2018
150
$62.74 - $75.77 $9.41K - $11.4K
Celgene Corporation
Q1 2018 Filed on Apr 11, 2018
27,690
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2018 Filed on Apr 11, 2018
3,000
$45.69 - $52.08 $137K - $156K
F
Ford Motor CO

Consumer Cyclical
Q4 2017 Filed on Feb 01, 2018
1,800
$12.0 - $12.72 $21.6K - $22.9K
Element Financial Corporation
Q4 2017 Filed on Feb 01, 2018
1,500
N/A
ECN.TO
Ecn Capital Corp.

Financial Services
Q4 2017 Filed on Feb 01, 2018
1,500
N/A
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2017 Filed on Feb 01, 2018
150
$94.09 - $116.33 $14.1K - $17.4K
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