BerganKDV Wealth Management’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-24
| Closed | – | – | 1092 |
|
|
2020
Q1 | $0 | Hold |
24
| – | – | ﹤0.01% | 1005 |
|
|
2019
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 902 |
|
|
2019
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 681 |
|
|
2019
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 721 |
|
|
2019
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 718 |
|
|
2018
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 681 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$9K | – | 653 |
|
|
2018
Q2 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 516 |
|