Cooper/Haims Advisors’s Tompkins Financial TMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,021	Closed	-$393K	–	86
2023 Q3	$393K	Buy	+8,021	New	+$393K	0.31%	40
2018 Q3	–	Sell	-3,130	Closed	-$269K	–	59
2018 Q2	$269K	Sell	3,130 -1,855	-37%	-$159K	0.2%	41
2018 Q1	$378K	Buy	+4,985	New	+$378K	0.33%	27