GoalVest Advisory’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$422 | – | 515 |
|
|
2025
Q1 | $422 | Buy |
+6
| New | +$422 | ﹤0.01% | 377 |
|
|
2024
Q2 | – | Sell |
-2,011
| Closed | -$95.5K | – | 408 |
|
|
2024
Q1 | $95.5K | Buy |
2,011
+1,835
| +1,043% | +$87.1K | 0.03% | 145 |
|
|
2023
Q4 | $6.48K | Hold |
176
| – | – | ﹤0.01% | 280 |
|
|
2023
Q3 | $5.06K | Buy |
+176
| New | +$5.06K | ﹤0.01% | 345 |
|
|
2022
Q3 | – | Sell |
-340
| Closed | -$11K | – | 312 |
|
|
2022
Q2 | $11K | Buy |
340
+328
| +2,733% | +$10.6K | 0.01% | 249 |
|
|
2022
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 503 |
|