BTWM
Baker Tilly Wealth Management’s Tapestry TPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,662
| Closed | -$269K | – | 405 |
|
|
2024
Q1 | $269K | Sell |
5,662
-24
| -0.4% | -$1.14K | 0.05% | 365 |
|
|
2023
Q4 | $209K | Buy |
+5,686
| New | +$209K | 0.03% | 445 |
|
|
2023
Q3 | – | Sell |
-5,161
| Closed | -$221K | – | 546 |
|
|
2023
Q2 | $221K | Sell |
5,161
-5
| -0.1% | -$214 | 0.02% | 508 |
|
|
2023
Q1 | $223K | Buy |
+5,166
| New | +$223K | 0.03% | 504 |
|
|
2021
Q3 | – | Sell |
-4,723
| Closed | -$205K | – | 520 |
|
|
2021
Q2 | $205K | Buy |
+4,723
| New | +$205K | 0.03% | 480 |
|