JFS Wealth Advisors’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21K | Buy |
36
+12
| +50% | +$402 | ﹤0.01% | 1521 |
|
|
2025
Q1 | $759 | Sell |
24
-1
| -4% | -$32 | ﹤0.01% | 1700 |
|
|
2024
Q4 | $776 | Sell |
25
-1
| -4% | -$31 | ﹤0.01% | 1719 |
|
|
2024
Q3 | $775 | Buy |
26
+1
| +4% | +$30 | ﹤0.01% | 1740 |
|
|
2024
Q2 | $734 | Hold |
25
| – | – | ﹤0.01% | 1739 |
|
|
2024
Q1 | $769 | Sell |
25
-3
| -11% | -$92 | ﹤0.01% | 1717 |
|
|
2023
Q4 | $865 | Buy |
28
+5
| +22% | +$154 | ﹤0.01% | 1681 |
|
|
2023
Q3 | $657 | Sell |
23
-8
| -26% | -$229 | ﹤0.01% | 1692 |
|
|
2023
Q2 | $1.03K | Sell |
31
-2
| -6% | -$66 | ﹤0.01% | 1596 |
|
|
2023
Q1 | $1.39K | Sell |
33
-1
| -3% | -$42 | ﹤0.01% | 1488 |
|
|
2022
Q4 | $1.32K | Buy |
34
+3
| +10% | +$116 | ﹤0.01% | 1519 |
|
|
2022
Q3 | $1K | Buy |
31
+9
| +41% | +$290 | ﹤0.01% | 1664 |
|
|
2022
Q2 | $1K | Sell |
22
-2
| -8% | -$91 | ﹤0.01% | 1653 |
|
|
2022
Q1 | $1K | Buy |
24
+14
| +140% | +$583 | ﹤0.01% | 1744 |
|
|
2021
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1882 |
|
|
2015
Q2 | – | Sell |
-2,768
| Closed | -$70K | – | 528 |
|
|
2015
Q1 | $70K | Hold |
2,768
| – | – | 0.03% | 152 |
|
|
2014
Q4 | $61K | Buy |
+2,768
| New | +$61K | 0.01% | 165 |
|