Glassman Wealth Services’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25
| Closed | -$850 | – | 2064 |
|
|
2023
Q2 | $850 | Hold |
25
| – | – | ﹤0.01% | 1486 |
|
|
2023
Q1 | $1.08K | Sell |
25
-1
| -4% | -$43 | ﹤0.01% | 1411 |
|
|
2022
Q4 | $1.02K | Buy |
26
+12
| +86% | +$472 | ﹤0.01% | 1414 |
|
|
2022
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1985 |
|
|
2022
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 2000 |
|
|
2022
Q1 | $0 | Sell |
14
-1
| -7% | – | ﹤0.01% | 1945 |
|
|
2021
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 1917 |
|
|
2021
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1816 |
|
|
2021
Q2 | $0 | Buy |
15
+9
| +150% | – | ﹤0.01% | 1653 |
|
|
2021
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1634 |
|
|
2020
Q4 | – | Sell |
-57
| Closed | -$2K | – | 1517 |
|
|
2020
Q3 | $2K | Sell |
57
-26
| -31% | -$912 | ﹤0.01% | 1041 |
|
|
2020
Q2 | $2K | Buy |
83
+31
| +60% | +$747 | ﹤0.01% | 906 |
|
|
2020
Q1 | $2K | Sell |
52
-2
| -4% | -$77 | ﹤0.01% | 755 |
|
|
2019
Q4 | $2K | Buy |
54
+3
| +6% | +$111 | ﹤0.01% | 797 |
|
|
2019
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 741 |
|
|
2019
Q2 | $2K | Buy |
51
+1
| +2% | +$39 | ﹤0.01% | 756 |
|
|
2019
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 727 |
|