Atria Wealth Solutions’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,707
| Closed | -$367K | – | 2054 |
|
|
2024
Q4 | $367K | Hold |
11,707
| – | – | ﹤0.01% | 1403 |
|
|
2024
Q3 | $352K | Buy |
11,707
+68
| +0.6% | +$2.05K | ﹤0.01% | 1404 |
|
|
2024
Q2 | $346K | Buy |
11,639
+21
| +0.2% | +$625 | ﹤0.01% | 1415 |
|
|
2024
Q1 | $361K | Sell |
11,618
-22
| -0.2% | -$684 | ﹤0.01% | 1422 |
|
|
2023
Q4 | $365K | Hold |
11,640
| – | – | ﹤0.01% | 1357 |
|
|
2023
Q3 | $328K | Buy |
11,640
+79
| +0.7% | +$2.22K | ﹤0.01% | 1349 |
|
|
2023
Q2 | $387K | Sell |
11,561
-11,612
| -50% | -$389K | 0.01% | 1284 |
|
|
2023
Q1 | $994K | Buy |
23,173
+11,611
| +100% | +$498K | 0.01% | 798 |
|
|
2022
Q4 | $451K | Hold |
11,562
| – | – | 0.01% | 1130 |
|
|
2022
Q3 | $352K | Buy |
11,562
+95
| +0.8% | +$2.89K | 0.01% | 1198 |
|
|
2022
Q2 | $372K | Buy |
11,467
+410
| +4% | +$13.3K | 0.01% | 1087 |
|
|
2022
Q1 | $354K | Buy |
+11,057
| New | +$354K | 0.01% | 1239 |
|