EWM
Empirical Wealth Management’s Timberland Bancorp TSBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-15,000
| Closed | -$273K | – | 358 |
|
|
2020
Q2 | $273K | Hold |
15,000
| – | – | 0.03% | 288 |
|
|
2020
Q1 | $274K | Hold |
15,000
| – | – | 0.03% | 253 |
|
|
2019
Q4 | $446K | Hold |
15,000
| – | – | 0.05% | 200 |
|
|
2019
Q3 | $413K | Hold |
15,000
| – | – | 0.05% | 193 |
|
|
2019
Q2 | $448K | Hold |
15,000
| – | – | 0.06% | 164 |
|
|
2019
Q1 | $420K | Buy |
+15,000
| New | +$420K | 0.06% | 149 |
|