EHWM
Eads & Heald Wealth Management’s Tapestry TPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-6,820
| Closed | -$243K | – | 133 |
|
|
2014
Q3 | $243K | Sell |
6,820
-1,485
| -18% | -$52.9K | 0.16% | 112 |
|
|
2014
Q2 | $284K | Sell |
8,305
-13,180
| -61% | -$451K | 0.19% | 110 |
|
|
2014
Q1 | $1.07M | Sell |
21,485
-575
| -3% | -$28.6K | 0.7% | 68 |
|
|
2013
Q4 | $1.24M | Buy |
22,060
+120
| +0.5% | +$6.73K | 0.82% | 60 |
|
|
2013
Q3 | $1.2M | Buy |
+21,940
| New | +$1.2M | 0.85% | 58 |
|