Institute for Wealth Management’s Tapestry TPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-9,631
Closed -$479K 240
2018
Q1
$479K Buy
9,631
+4,671
+94% +$232K 0.14% 199
2017
Q4
$223K Buy
+4,960
New +$223K 0.05% 342