CAPTRUST Financial Advisors’s Tompkins Financial TMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-416
| Closed | -$30K | – | 3884 |
|
|
2022
Q2 | $30K | Sell |
416
-116
| -22% | -$8.37K | ﹤0.01% | 3132 |
|
|
2022
Q1 | $42K | Buy |
532
+350
| +192% | +$27.6K | ﹤0.01% | 2918 |
|
|
2021
Q4 | $15K | Sell |
182
-4
| -2% | -$330 | ﹤0.01% | 3489 |
|
|
2021
Q3 | $15K | Sell |
186
-98
| -35% | -$7.9K | ﹤0.01% | 3364 |
|
|
2021
Q2 | $22K | Buy |
284
+210
| +284% | +$16.3K | ﹤0.01% | 3047 |
|
|
2021
Q1 | $6K | Buy |
+74
| New | +$6K | ﹤0.01% | 3675 |
|