Heritage Wealth Advisors’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.5K | Hold |
74
| – | – | ﹤0.01% | 447 |
|
|
2025
Q1 | $5.21K | Sell |
74
-16
| -18% | -$1.13K | ﹤0.01% | 454 |
|
|
2024
Q4 | $5.88K | Buy |
90
+16
| +22% | +$1.05K | ﹤0.01% | 478 |
|
|
2024
Q3 | $3.48K | Buy |
+74
| New | +$3.48K | ﹤0.01% | 514 |
|
|
2021
Q3 | – | Sell |
-18
| Closed | -$783 | – | 571 |
|
|
2021
Q2 | $783 | Hold |
18
| – | – | ﹤0.01% | 539 |
|
|
2021
Q1 | $742 | Hold |
18
| – | – | ﹤0.01% | 546 |
|
|
2020
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 533 |
|