Exencial Wealth Advisors’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-39,921
| Closed | -$1.97M | – | 152 |
|
2014
Q1 | $1.97M | Sell |
39,921
-337
| -0.8% | -$16.6K | 0.82% | 47 |
|
2013
Q4 | $1.99M | Sell |
40,258
-702
| -2% | -$34.7K | 0.9% | 42 |
|
2013
Q3 | $2.12M | Sell |
40,960
-457
| -1% | -$23.7K | 0.99% | 40 |
|
2013
Q2 | $2.21M | Buy |
+41,417
| New | +$2.21M | 1.09% | 34 |
|