Clearstead Advisors’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
2,288
+1,248
| +120% | +$110K | ﹤0.01% | 892 |
|
|
2025
Q1 | $73.2K | Buy |
1,040
+401
| +63% | +$28.2K | ﹤0.01% | 1068 |
|
|
2024
Q4 | $41.7K | Sell |
639
-1,400
| -69% | -$91.5K | ﹤0.01% | 1205 |
|
|
2024
Q3 | $95.8K | Buy |
2,039
+70
| +4% | +$3.29K | ﹤0.01% | 1036 |
|
|
2024
Q2 | $84.3K | Buy |
1,969
+924
| +88% | +$39.5K | ﹤0.01% | 1038 |
|
|
2024
Q1 | $43.2K | Buy |
1,045
+140
| +15% | +$5.79K | ﹤0.01% | 801 |
|
|
2023
Q4 | $33.3K | Sell |
905
-845
| -48% | -$31.1K | ﹤0.01% | 841 |
|
|
2023
Q3 | $50.3K | Sell |
1,750
-198
| -10% | -$5.69K | ﹤0.01% | 877 |
|
|
2023
Q2 | $83.4K | Buy |
1,948
+677
| +53% | +$29K | 0.01% | 618 |
|
|
2023
Q1 | $54.8K | Buy |
+1,271
| New | +$54.8K | ﹤0.01% | 647 |
|
|
2021
Q4 | – | Sell |
-35
| Closed | -$1K | – | 1429 |
|
|
2021
Q3 | $1K | Sell |
35
-74
| -68% | -$2.11K | ﹤0.01% | 1241 |
|
|
2021
Q2 | $5K | Buy |
109
+64
| +142% | +$2.94K | ﹤0.01% | 894 |
|
|
2021
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 980 |
|