Cerity Partners OCIO’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,228
| Closed | -$233K | – | 438 |
|
|
2022
Q2 | $233K | Sell |
3,228
-14
| -0.4% | -$1.01K | 0.01% | 381 |
|
|
2022
Q1 | $254K | Buy |
3,242
+3
| +0.1% | +$235 | 0.01% | 377 |
|
|
2021
Q4 | $271K | Sell |
3,239
-182
| -5% | -$15.2K | 0.01% | 373 |
|
|
2021
Q3 | $277K | Buy |
3,421
+4
| +0.1% | +$324 | 0.01% | 367 |
|
|
2021
Q2 | $265K | Buy |
3,417
+4
| +0.1% | +$310 | 0.01% | 359 |
|
|
2021
Q1 | $282K | Buy |
3,413
+3
| +0.1% | +$248 | 0.01% | 333 |
|
|
2020
Q4 | $241K | Buy |
+3,410
| New | +$241K | 0.01% | 337 |
|