Apriem Advisors’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-435
| Closed | -$11K | – | 359 |
|
|
2018
Q2 | $11K | Buy |
+435
| New | +$11K | ﹤0.01% | 417 |
|
|
2017
Q2 | – | Sell |
-423
| Closed | -$12K | – | 504 |
|
|
2017
Q1 | $12K | Sell |
423
-13
| -3% | -$369 | ﹤0.01% | 403 |
|
|
2016
Q4 | $13K | Hold |
436
| – | – | ﹤0.01% | 417 |
|
|
2016
Q3 | $12K | Hold |
436
| – | – | ﹤0.01% | 389 |
|
|
2016
Q2 | $13K | Buy |
436
+12
| +3% | +$358 | ﹤0.01% | 389 |
|
|
2016
Q1 | $11K | Sell |
424
-13
| -3% | -$337 | ﹤0.01% | 372 |
|
|
2015
Q4 | $10K | Hold |
437
| – | – | ﹤0.01% | 377 |
|
|
2015
Q3 | $10K | Hold |
437
| – | – | ﹤0.01% | 365 |
|
|
2015
Q2 | $11K | Buy |
437
+12
| +3% | +$302 | ﹤0.01% | 407 |
|
|
2015
Q1 | $11K | Sell |
425
-12
| -3% | -$311 | ﹤0.01% | 407 |
|
|
2014
Q4 | $10K | Hold |
437
| – | – | ﹤0.01% | 374 |
|
|
2014
Q3 | $9K | Hold |
437
| – | – | ﹤0.01% | 389 |
|
|
2014
Q2 | $9K | Buy |
+437
| New | +$9K | ﹤0.01% | 350 |
|