Harvest Group Wealth Management’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-45
| Closed | -$1K | – | 659 |
|
|
2020
Q4 | $1K | Sell |
45
-43
| -49% | -$956 | ﹤0.01% | 565 |
|
|
2020
Q3 | $2K | Sell |
88
-49
| -36% | -$1.11K | ﹤0.01% | 381 |
|
|
2020
Q2 | $4K | Sell |
137
-9
| -6% | -$263 | ﹤0.01% | 264 |
|
|
2020
Q1 | $4K | Sell |
146
-4
| -3% | -$110 | ﹤0.01% | 276 |
|
|
2019
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 458 |
|
|
2019
Q3 | $5K | Hold |
150
| – | – | 0.01% | 425 |
|
|
2019
Q2 | $4K | Buy |
150
+3
| +2% | +$80 | 0.01% | 409 |
|
|
2019
Q1 | $5K | Buy |
+147
| New | +$5K | ﹤0.01% | 397 |
|