Impact Partnership Wealth’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-8,919
| Closed | -$419K | – | 335 |
|
2024
Q3 | $419K | Buy |
8,919
+2,139
| +32% | +$100K | 0.09% | 132 |
|
2024
Q2 | $290K | Buy |
+6,780
| New | +$290K | 0.08% | 167 |
|
2024
Q1 | – | Sell |
-11,422
| Closed | -$420K | – | 863 |
|
2023
Q4 | $420K | Buy |
11,422
+7,376
| +182% | +$272K | 0.15% | 99 |
|
2023
Q3 | $116K | Buy |
+4,046
| New | +$116K | 0.04% | 295 |
|