Clifford Swan Investment Counsel’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,818
| Closed | -$205K | – | 322 |
|
|
2017
Q3 | $205K | Buy |
+6,818
| New | +$205K | 0.01% | 299 |
|
|
2015
Q2 | – | Sell |
-8,123
| Closed | -$205K | – | 264 |
|
|
2015
Q1 | $205K | Buy |
+8,123
| New | +$205K | 0.01% | 247 |
|
|
2014
Q1 | – | Sell |
-11,773
| Closed | -$269K | – | 251 |
|
|
2013
Q4 | $269K | Hold |
11,773
| – | – | 0.02% | 210 |
|
|
2013
Q3 | $254K | Hold |
11,773
| – | – | 0.02% | 203 |
|
|
2013
Q2 | $262K | Buy |
+11,773
| New | +$262K | 0.02% | 197 |
|