CWM
Cadence Wealth Management’s Tompkins Financial TMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,539
| Closed | -$712K | – | 42 |
|
|
2023
Q3 | $712K | Hold |
14,539
| – | – | 0.59% | 11 |
|
|
2023
Q2 | $810K | Sell |
14,539
-2,646
| -15% | -$147K | 0.78% | 9 |
|
|
2023
Q1 | $1.14M | Sell |
17,185
-9,000
| -34% | -$596K | 1.16% | 9 |
|
|
2022
Q4 | $2.03M | Hold |
26,185
| – | – | 1.74% | 10 |
|
|
2022
Q3 | $1.9M | Sell |
26,185
-21,300
| -45% | -$1.55M | 1.79% | 10 |
|
|
2022
Q2 | $3.42M | Buy |
+47,485
| New | +$3.42M | 3.55% | 9 |
|