Baldwin Wealth Partners’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1K | Sell |
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|
2019
Q2 | $270K | Sell |
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|
2019
Q1 | $315K | Hold |
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|
2018
Q4 | $310K | Hold |
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|
2018
Q3 | $336K | Sell |
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|
2018
Q2 | $379K | Hold |
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|
2018
Q1 | $335K | Hold |
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|
2017
Q4 | $359K | Buy |
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|
2017
Q3 | $373K | Sell |
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|
2017
Q2 | $645K | Sell |
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|
2017
Q1 | $1.2M | Sell |
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|
2016
Q4 | $1.45M | Hold |
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|
2016
Q3 | $1.17M | Sell |
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|
2016
Q2 | $1.06M | Sell |
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|
2016
Q1 | $1.06M | Buy |
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|
2015
Q4 | $198K | Hold |
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|
2015
Q3 | $188K | Sell |
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|
2015
Q2 | $199K | Sell |
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|
2015
Q1 | $232K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.07M | Buy |
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|
2014
Q1 | $959K | Buy |
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|
2013
Q4 | $978K | Buy |
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|
2013
Q3 | $785K | Buy |
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|
2013
Q2 | $153K | Buy |
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