Hefty Wealth Partners’s Tapestry TPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-21,061
Closed -$932K 275
2017
Q4
$932K Buy
+21,061
New +$932K 0.58% 52
2016
Q1
Sell
-12,698
Closed -$415K 229
2015
Q4
$415K Buy
+12,698
New +$415K 0.4% 78