IAA
Independent Advisor Alliance’s Tapestry TPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $233K | Sell |
2,653
-249
| -9% | -$21.9K | 0.01% | 788 |
|
2025
Q1 | $204K | Buy |
+2,902
| New | +$204K | 0.01% | 763 |
|
2024
Q4 | – | Sell |
-6,694
| Closed | -$314K | – | 1378 |
|
2024
Q3 | $314K | Buy |
6,694
+419
| +7% | +$19.7K | 0.01% | 553 |
|
2024
Q2 | $269K | Buy |
6,275
+1,916
| +44% | +$82K | 0.01% | 598 |
|
2024
Q1 | $207K | Buy |
+4,359
| New | +$207K | 0.01% | 654 |
|
2023
Q3 | – | Sell |
-6,052
| Closed | -$259K | – | 699 |
|
2023
Q2 | $259K | Sell |
6,052
-140
| -2% | -$5.99K | 0.01% | 559 |
|
2023
Q1 | $267K | Buy |
+6,192
| New | +$267K | 0.01% | 540 |
|
2021
Q3 | – | Sell |
-136,846
| Closed | -$5.95M | – | 669 |
|
2021
Q2 | $5.95M | Sell |
136,846
-16,101
| -11% | -$700K | 0.33% | 82 |
|
2021
Q1 | $6.3M | Buy |
+152,947
| New | +$6.3M | 0.37% | 73 |
|
2020
Q1 | – | Sell |
-34,300
| Closed | -$925K | – | 799 |
|
2019
Q4 | $925K | Buy |
+34,300
| New | +$925K | 0.04% | 389 |
|