Aperio Group’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $209K | Buy |
+2,955
| New | +$209K | ﹤0.01% | 2298 |
|
|
2020
Q2 | – | Sell |
-4,123
| Closed | -$296K | – | 2388 |
|
|
2020
Q1 | $296K | Sell |
4,123
-1,088
| -21% | -$78.1K | ﹤0.01% | 1908 |
|
|
2019
Q4 | $477K | Sell |
5,211
-47
| -0.9% | -$4.3K | ﹤0.01% | 1823 |
|
|
2019
Q3 | $427K | Sell |
5,258
-355
| -6% | -$28.8K | ﹤0.01% | 1848 |
|
|
2019
Q2 | $458K | Buy |
5,613
+480
| +9% | +$39.2K | ﹤0.01% | 1830 |
|
|
2019
Q1 | $390K | Buy |
5,133
+35
| +0.7% | +$2.66K | ﹤0.01% | 1879 |
|
|
2018
Q4 | $382K | Buy |
5,098
+454
| +10% | +$34K | ﹤0.01% | 1842 |
|
|
2018
Q3 | $377K | Buy |
4,644
+139
| +3% | +$11.3K | ﹤0.01% | 1911 |
|
|
2018
Q2 | $387K | Buy |
4,505
+111
| +3% | +$9.54K | ﹤0.01% | 1877 |
|
|
2018
Q1 | $333K | Sell |
4,394
-284
| -6% | -$21.5K | ﹤0.01% | 1898 |
|
|
2017
Q4 | $381K | Buy |
4,678
+603
| +15% | +$49.1K | ﹤0.01% | 1836 |
|
|
2017
Q3 | $351K | Buy |
4,075
+931
| +30% | +$80.2K | ﹤0.01% | 1839 |
|
|
2017
Q2 | $248K | Buy |
3,144
+393
| +14% | +$31K | ﹤0.01% | 2002 |
|
|
2017
Q1 | $222K | Sell |
2,751
-49
| -2% | -$3.95K | ﹤0.01% | 1991 |
|
|
2016
Q4 | $265K | Buy |
+2,800
| New | +$265K | ﹤0.01% | 1853 |
|